Mark Anthony Nehra
CFP®Professional Summary
Mark Anthony Nehra, CFP®, who also goes by Mark Nehra, is a registered financial advisor currently at BDFS CAPITAL LLC located in Rehoboth Beach, Delaware. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark Nehra
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Videos & Posts
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DAKOTA WEALTH, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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DAKOTA WEALTH, LLC
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Disclosures on record.
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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
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Current Firm
BDFS CAPITAL LLC
Contact Information
Main Address
19409 Plantation Rd Bldg. 2 Unit 1, Rehoboth Beach, DE 19971Phone Number
(302) 265-2236# of Employees
7SEC notice filing (9 States and Territories)
Registered to provide investment advisory services in 9 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
1,743AUM (Assets Under Management)
$411,329,570Similar Advisors
DAKOTA WEALTH, LLC
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.
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Primary Firm SEC Registration
BDFS CAPITAL LLC
State Registrations and Notice Filings
(7/20/2017)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Apr 2008About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Nehra's CRS (Customer Relationship Summary).
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DAKOTA WEALTH, LLC
