Marcus A. Saskin
VALMARK ADVISERS
Cincinnati, OH 45236
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CRD#: 5257467
Professional summary
Marcus Adam Saskin, CFP®, who also goes by Marcus Saskin, is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Cincinnati, Ohio and VALMARK SECURITIES, INC. located in Cincinnati, Ohio.
Marcus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Marcus has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Marcus Saskin
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.
1)Business Ownership; Bigfoot Business Management; 11145 Reading Road, Sharonville, OH 45241; President; Business Management; not investment related; started 10/2010; no client involvement; used to handle the business management of my financial advisory practice; Compensation-W-2 and to me; 1099 goes to Bigfoot///
2)Ohio Valley Princeton Association; Local alumni association; 501c3; not investment related; started 08/2009; President, Association chair; client involvement-I have clients that are also part of the OVPA; I help throw parties, get togethers, events and an annual dinner. I also interview applicants to the university; no compensation///
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Adam Saskin'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®
Start date: 2014
Experience
Current
September 27, 2018 - Present
VALMARK ADVISERS, INC.
Office #1: 4605 E. Galbraith Road Suite 200, Cincinnati, OH 45236RIA
CRD#: 108050
Cincinnati, OH
Current
September 27, 2018 - Present
VALMARK SECURITIES, INC.
Office #1: 4605 E.galbraith Road Suite 200, Cincinnati, OH 45236BD
CRD#: 31243
Cincinnati, OH
Past
October 2, 2008 - October 1, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CINCINNATI, OH
Past
May 27, 2008 - October 1, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
CINCINNATI, OH
Past
January 15, 2007 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
NEW YORK, NY
Past
January 15, 2007 - May 7, 2008
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
WALTHAM, MA
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".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/27/2018)
IAR
Florida(10/5/2018)
RR
Georgia(12/4/2019)
IAR
Georgia(2/11/2020)
RR
Illinois(6/18/2020)
IAR
Illinois(12/14/2020)
RR
Indiana(9/27/2018)
IAR
Indiana(10/4/2018)
RR
Iowa(12/4/2019)
IAR
Iowa(12/4/2019)
RR
Kentucky(9/27/2018)
IAR
Kentucky(10/4/2018)
RR
Massachusetts(9/27/2018)
IAR
Massachusetts(8/24/2021)
RR
Michigan(9/27/2018)
IAR
Michigan(10/4/2018)
RR
Minnesota(12/4/2019)
RR
New York(12/4/2019)
IAR
New York(4/6/2021)
RR
Ohio(9/27/2018)
IAR
Ohio(9/27/2018)
RR
Oregon(1/28/2022)
IAR
Oregon(2/8/2022)
RR
Pennsylvania(12/4/2019)
IAR
Pennsylvania(12/4/2019)
RR
Tennessee(12/4/2019)
RR
Virginia(12/4/2019)
IAR
Virginia(12/4/2019)
IAR
Washington(10/3/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Cincinnati, OH 45236TRUST BUT VERIFY
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