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ME

Mark H. Eggleston

RIVERSEDGE ADVISORS
WILMINGTON, DE 19801
Some features on this profile are disabled
CRD#: 7001355
ME

Professional summary

Mark Henry Eggleston, CFP® is a registered financial advisor currently at RIVERSEDGE ADVISORS located in Wilmington, Delaware.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

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 Henry Eggleston's CRS (Customer Relationship Summary).
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

April 27, 2025 - Present

RIVERSEDGE ADVISORS

Office #1: 600 N King St Suite 200, Wilmington, DE 19801
RIA
CRD#: 298390
WILMINGTON, DE
Past

November 17, 2018 - August 8, 2024

MYCIO WEALTH PARTNERS, LLC

RIA
CRD#: 134436
PHILADELPHIA, PA

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".
RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 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.

Highlighted states indicate IAR registrations

IAR
Delaware
(4/27/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/17/2018
Uniform Investment Adviser Law Examination

Current Firm

RA
RIVERSEDGE ADVISORS
BLUE ROCK FINANCIAL GROUP | RIVERSEDGE ADVISORS, LLC | RIVERSEDGE ADVISORS | BLUE ROCK RIVERSEDGE

CRD#: 298390 / SEC#: 801-113978

RIA
Registered Investment Advisory firm - (9/12/2018 Approved)
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Contact information

Main Address
600 N King St Suite 200, Wilmington, DE 19801
Mailing Address
Phone number
(302) 573-6864
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

RIVERSEDGE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (9/3/2025)

Regulatory assets under management

Total Number of Accounts1,415
AUM (Assets Under Management)$ 708,414,018

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.

Company Information

RIVERSEDGE ADVISORS

CRD#: 298390Wilmington, DE 19801

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