MS
Mark E. Spatt
CORNERSTONE INVESTMENT PARTNERS
ATLANTA, GA 30326
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CRD#: 6989304
MS
Professional summary
Mark Eric Spatt is a registered financial advisor currently at CORNERSTONE INVESTMENT PARTNERS, LLC located in Atlanta, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. 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.
Atlanta Jewish Foundation (AJF); Investment-related; Address: 1440 Spring St. NW / Atlanta, GA 30309 / United States; Description: AJF is a tax-exempt non-profit affiliated with the Jewish Federation of Greater Atlanta (also a tax-exempt non-profit), supporting Jewish charities and philanthropists by advising on their endowments and Donor Advised Funds; Title: Member of Investment Committee; Start date: June 2023; Time: 1 hour a month on average; 1 hour a month on average during securities trading hours; Role: Discuss the Foundation's investment profile, strategies, and positioning with the broader investment committee.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Eric Spatt'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
August 3, 2018 - Present
CORNERSTONE INVESTMENT PARTNERS, LLC
Office #1: 3438 Peachtree Rd. Ne. Suite 900, Atlanta, GA 30326RIA
CRD#: 111753
ATLANTA, GA
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".
CI
CORNERSTONE INVESTMENT PARTNERS, LLC
CORNERSTONE INVESTMENT PARTNERS, LLC | D/B/A CITY CAPITAL ADVISORS, LLC | CORNESTONE INVESTMENT PARTNERS,LLC | CORNERSTONE INVESTMENT PARTNERS,LLC
CRD#: 111753 / SEC#: 801-61425
RIA
Registered Investment Advisory firm - (9/13/2002 Approved)Georgia
Registered Investment Advisory firm - (1/13/2006 Terminated)Texas
Registered Investment Advisory firm - (7/19/2005 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
Georgia(8/3/2018)
Exams
Current Firm
CI
CORNERSTONE INVESTMENT PARTNERS, LLC
CORNERSTONE INVESTMENT PARTNERS, LLC | D/B/A CITY CAPITAL ADVISORS, LLC | CORNESTONE INVESTMENT PARTNERS,LLC | CORNERSTONE INVESTMENT PARTNERS,LLC
CRD#: 111753 / SEC#: 801-61425
RIA
Registered Investment Advisory firm - (9/13/2002 Approved)Georgia
Registered Investment Advisory firm - (1/13/2006 Terminated)Texas
Registered Investment Advisory firm - (7/19/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3438 Peachtree Rd. Ne. Suite 900, Atlanta, GA 30326
Mailing Address
Phone number
(404) 751-3900
Established
Firm type
Fiscal year end
# of Employees
15
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 450 |
| AUM (Assets Under Management) | $ 2,135,834,144 |
Red Flags
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