MN
Mark G. Nedlin
MGN AND CO LLC
Venice, CA
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CRD#: 4045674
MN
Professional summary
Mark G. Nedlin is a registered financial advisor currently at MGN AND CO LLC located in Venice, California.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mark has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Mark G. Nedlin's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 22, 2020 - Present
MGN AND CO LLC
RIA
CRD#: 306983
Venice, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/22/2020)
Current Firm
MA
MGN AND CO LLC
MGN AND CO LLC
CRD#: 306983 / SEC#:
California
Registered Investment Advisory firm - (5/22/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Santa Monica, CA
Mailing Address
Phone number
(310) 626-2545
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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