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Mark Reed Sinderson

Mark R. Sinderson

SMARTPATH ADVISORS
Norcross, GA
Some features on this profile are disabled
CRD#: 4499818
Mark Reed Sinderson

Professional summary

Mark Reed Sinderson, CFP® is a registered financial advisor currently at SMARTPATH ADVISORS located in Norcross, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Mark has worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Reed Sinderson's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Start date: 2006

Experience

Current

March 16, 2020 - Present

SMARTPATH ADVISORS

RIA
CRD#: 304563
Norcross, GA
Past

September 1, 2016 - December 31, 2021

FINANCIAL CLARITY PARTNERS, LLC

RIA
CRD#: 178528
Peachtree Corners, GA
Past

May 10, 2016 - April 21, 2017

MODERN CAPITAL ADVISORS, LLC

RIA
CRD#: 131117
ALPHARETTA, GA
Past

June 5, 2007 - May 2, 2008

CORNERSTONE FINANCIAL ADVISORS, INC.

RIA
CRD#: 127763
NORCROSS, GA
Past

November 8, 2006 - September 12, 2008

COMMONWEALTH FINANCIAL NETWORK

RIA
CRD#: 8032
ATLANTA, GA
Past

October 9, 2006 - March 16, 2016

COMMONWEALTH FINANCIAL NETWORK

BD
CRD#: 8032
ATLANTA, GA
Past

August 6, 2004 - September 25, 2006

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
OAKBROOK TERRACE, IL
Past

July 15, 2004 - September 25, 2006

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
OAKBROOK TERRACE, IL
Past

January 9, 2004 - May 27, 2004

WS GRIFFITH SECURITIES, INC.

RIA
CRD#: 10410
ROSEMONT, IL
Past

October 17, 2003 - May 27, 2004

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT
Past

May 19, 2003 - October 7, 2003

INTEGRAL FINANCIAL ADVISORS LLC

RIA
CRD#: 126872
BARTLETT, IL
Past

June 26, 2002 - May 2, 2003

SUMMIT WEALTH ADVISORS LLC

RIA
CRD#: 123932
ITASCA, IL
Past

May 16, 2002 - May 2, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA
CRD#: 6694
ITASCA, IL
Past

March 22, 2002 - May 2, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
ST. PETERSBURG, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
SMARTPATH ADVISORS
SMARTPATH ADVISORS | SMARTPATH ADVISORS, LLC

CRD#: 304563 / SEC#: 801-119877

RIA
Registered Investment Advisory firm - (12/1/2020 Approved)
Alabama
Registered Investment Advisory firm - (12/8/2020 Terminated)
District of Columbia
Registered Investment Advisory firm - (12/31/2020 Terminated)
Florida
Registered Investment Advisory firm - (12/31/2020 Terminated)
Georgia
Registered Investment Advisory firm - (12/31/2020 Terminated)
Illinois
Registered Investment Advisory firm - (12/31/2020 Terminated)
Kansas
Registered Investment Advisory firm - (12/31/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (12/31/2020 Terminated)
Maryland
Registered Investment Advisory firm - (12/8/2020 Terminated)
Mississippi
Registered Investment Advisory firm - (12/31/2020 Terminated)
Missouri
Registered Investment Advisory firm - (12/31/2020 Terminated)
North Carolina
Registered Investment Advisory firm - (12/31/2020 Terminated)
Ohio
Registered Investment Advisory firm - (1/2/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/31/2020 Terminated)
Tennessee
Registered Investment Advisory firm - (12/31/2020 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2020 Terminated)
Virginia
Registered Investment Advisory firm - (12/31/2020 Terminated)
Washington
Registered Investment Advisory firm - (1/8/2021 Terminated)
Wisconsin
Registered Investment Advisory firm - (12/31/2020 Terminated)

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
Georgia
(3/17/2020)
IAR
Texas
(4/16/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/29/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/16/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/21/2002
General Securities Representative Examination

Current Firm

SA
SMARTPATH ADVISORS
SMARTPATH ADVISORS | SMARTPATH ADVISORS, LLC

CRD#: 304563 / SEC#: 801-119877

RIA
Registered Investment Advisory firm - (12/1/2020 Approved)
Alabama
Registered Investment Advisory firm - (12/8/2020 Terminated)
District of Columbia
Registered Investment Advisory firm - (12/31/2020 Terminated)
Florida
Registered Investment Advisory firm - (12/31/2020 Terminated)
Georgia
Registered Investment Advisory firm - (12/31/2020 Terminated)
Illinois
Registered Investment Advisory firm - (12/31/2020 Terminated)
Kansas
Registered Investment Advisory firm - (12/31/2020 Terminated)
Louisiana
Registered Investment Advisory firm - (12/31/2020 Terminated)
Maryland
Registered Investment Advisory firm - (12/8/2020 Terminated)
Mississippi
Registered Investment Advisory firm - (12/31/2020 Terminated)
Missouri
Registered Investment Advisory firm - (12/31/2020 Terminated)
North Carolina
Registered Investment Advisory firm - (12/31/2020 Terminated)
Ohio
Registered Investment Advisory firm - (1/2/2021 Terminated)
Pennsylvania
Registered Investment Advisory firm - (12/31/2020 Terminated)
Tennessee
Registered Investment Advisory firm - (12/31/2020 Terminated)
Texas
Registered Investment Advisory firm - (12/31/2020 Terminated)
Virginia
Registered Investment Advisory firm - (12/31/2020 Terminated)
Washington
Registered Investment Advisory firm - (1/8/2021 Terminated)
Wisconsin
Registered Investment Advisory firm - (12/31/2020 Terminated)
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Contact information

Main Address
Atlanta, GA
Mailing Address
2451 Cumberland Pkwy Ste 3954, Atlanta, GA 30339
Phone number
(678) 538-9420
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (11/12/2025)

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SMARTPATH ADVISORS

CRD#: 304563Norcross, GA

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