MA
Mark E. Apolenis
EAGLE STRATEGIES LLC
ANNAPOLIS, MD 21401
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CRD#: 6118139
MA
Professional summary
Mark Edward Apolenis is a registered financial advisor currently at EAGLE STRATEGIES LLC located in Annapolis, Maryland and NYLIFE SECURITIES LLC located in Salisbury, Maryland.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Mark has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 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.
[Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products and through CareFirst Blue Cross Blue Shield; 121 Davis St, Salisbury, MD 21804; Start Date 12/2015; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [rental property; rental property that will generate some rental income.; 144 nina lane, fruitland MD 21826; Start Date 06/2016; Role/Title: Owner; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [MEA Financial, LLC; This entity is used to provide payroll for support staff and expenses for the practice; 100 E. Main St ste 500c, Salisbury, MD 21801; Start Date 01/2018; Role/Title: Owner; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF AVENUE WEALTH MANAGEMENT LLC D/B/A AVENUE WEALTH FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; ANNAPOLIS, MD; START DATE: 12/2019] [JCDVMA Properties LLC; Vacation rental. 709 baltimore Ave Ocean City MD. 21841; 100 E. Main St Ste 500c Salisbury Md 21801; Start Date 03/2022; Role/Title: Partner; Investment Related; 1 hours per month; 0 hours per month during securities trading hours; purchase real estate][The Council of Unit Owners of Forest Office Park Condominium Inc. ; Board member on HOA of business office complex; 1831 Forest Drive Suite A. Annapolis MD 21491; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 1 hours per month; 1 hours per month during securities trading hours]
CRS (Client Relationship Summary) - RIA
Click below to view Mark Edward Apolenis'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
May 30, 2017 - Present
EAGLE STRATEGIES LLC
Office #1: 1831 First Drive Junit J, Annapolis, MD 21401Office #2: 8075 Leesburg Pike Suite 400, Vienna, VA 22182Office #3: 100 East Main Street Suite 500c, Salisbury, MD 21801RIA
CRD#: 110826
ANNAPOLIS, MD
Current
November 27, 2012 - Present
NYLIFE SECURITIES LLC
Office #1: 100 East Main Street Suite 500c, Salisbury, MD 21801Office #2: 1831 Forest Drive Unit J, Annapolis, MD 21401Office #3: 8075 Leesburg Pike Suite 400, Vienna, VA 22182BD
CRD#: 5167
Salisbury, MD
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".
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
Registered Investment Advisory firm - (10/14/1988 Approved)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
Arizona(5/30/2019)
RR
California(8/18/2015)
RR
Colorado(6/13/2019)
RR
Connecticut(1/16/2018)
RR
Delaware(2/4/2014)
RR
District of Columbia(6/21/2016)
RR
Florida(9/29/2017)
RR
Georgia(7/1/2019)
RR
Illinois(3/23/2018)
RR
Iowa(8/6/2021)
RR
Kansas(11/29/2022)
RR
Maryland(12/3/2012)
IAR
Maryland(5/30/2017)
RR
Massachusetts(9/29/2017)
RR
Michigan(8/20/2021)
RR
Nevada(5/11/2023)
RR
New Jersey(1/4/2018)
RR
New York(2/13/2019)
RR
North Carolina(10/2/2017)
RR
Ohio(8/22/2024)
RR
Pennsylvania(9/29/2017)
RR
South Carolina(5/7/2019)
RR
Tennessee(8/22/2024)
RR
Texas(5/7/2019)
IAR
Texas(6/21/2023)
RR
Utah(8/22/2024)
RR
Virginia(1/31/2014)
IAR
Virginia(7/7/2025)
RR
Washington(11/7/2018)
RR
West Virginia(2/1/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
ES
EAGLE STRATEGIES LLC
EAGLE STRATEGIES CORP | EAGLE STRATEGIES LLC
CRD#: 110826 / SEC#: 801-32987
RIA
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Contact information
Main Address
51 Madison Avenue 12th Floor, New York, NY 10010
Mailing Address
51 Madison Avenue Floor 3b, Room 0304, New York, NY 10010
Phone number
(888) 695-3245
Established
Firm type
Fiscal year end
# of Employees
2,804
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 111,361 |
| AUM (Assets Under Management) | $ 25,395,380,570 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/24/2025 | ||
| 04/25/2024 | ||
| 12/20/2023 |
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.
