David Neil Marks
Professional Summary
David Neil Marks is a registered financial advisor currently at ONE ACROSS CAPITAL, LLC located in Maplewood, New Jersey. David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. David has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
26 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ONE ACROSS CAPITAL, LLC
Contact Information
Main Address
145 Dunnell Road, North Wing, Maplewood, NJ 07040Phone Number
(973) 275-9100# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
16AUM (Assets Under Management)
$6,019,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view David Neil Marks's CRS (Customer Relationship Summary).
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