Mark E. Reich

MARK E. REICH, CPA, CFP

NEW YORK, NY 10016

CRD#: 4739670

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Professional summary

Mark Elliott Reich, CFP® is a registered financial advisor currently at MARK E. REICH, CPA, CFP located in New York, New York.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Elliott Reich'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®

CFP^®

Certified Financial Planner

Experience

Current

August 23, 2021 - Present

MARK E. REICH, CPA, CFP

Office #1: 10 East 39th Street 12th Floor, New York, NY 10016

RIA

CRD#: 129854

NEW YORK, NY

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 York
(8/23/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

MARK E. REICH, CPA, CFP

MARK E. REICH, CPA, CFP | MARK E. REICH, CPA, CRP

CRD#: 129854 / SEC#:

New York

Registered Investment Advisory firm - (1/26/2004 Approved)

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Contact information

Main Address

10 East 39th Street 12th Floor, New York, NY 10016

Mailing Address

Phone number

(212) 253-0370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.