MB
Mark Blinderman
WALNUT INVESTMENT SERVICES LLC
Brooklyn, NY 11215
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CRD#: 4519825
MB
Professional summary
Mark Blinderman is a registered financial advisor currently at WALNUT INVESTMENT SERVICES LLC located in Brooklyn, New York.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Mark has worked at 1 firm .
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 Blinderman'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
April 20, 2006 - Present
WALNUT INVESTMENT SERVICES LLC
Office #1: 1018 8th Avenue, Brooklyn, NY 11215RIA
CRD#: 113666
Brooklyn, NY
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".
WI
WALNUT INVESTMENT SERVICES LLC
WALNUT INVESTMENT SERVICES LLC
CRD#: 113666 / SEC#: 801-128864
RIA
Registered Investment Advisory firm - (10/12/2023 Approved)New Jersey
Registered Investment Advisory firm - (3/12/2024 Terminated)New York
Registered Investment Advisory firm - (2/6/2024 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
New Jersey(4/20/2006)
IAR
New York(7/14/2023)
Exams
Current Firm
WI
WALNUT INVESTMENT SERVICES LLC
WALNUT INVESTMENT SERVICES LLC
CRD#: 113666 / SEC#: 801-128864
RIA
Registered Investment Advisory firm - (10/12/2023 Approved)New Jersey
Registered Investment Advisory firm - (3/12/2024 Terminated)New York
Registered Investment Advisory firm - (2/6/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1018 8th Avenue, Brooklyn, NY 11215
Mailing Address
Phone number
(718) 788-1972
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 300 |
| AUM (Assets Under Management) | $ 84,000,000 |
Red Flags
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