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Eric Michael Mark

WEBULL FINANCIAL
St. Petersburg, FL
·CRD# 7606386·4 years experience

Professional Summary

Eric Michael Mark, who also goes by Eric M Mark, is a registered financial advisor currently at WEBULL FINANCIAL LLC located in St. Petersburg, Florida. Eric is registered as a RR (Registered Representative) and started their career in finance in 2022. Eric has worked at 3 firms and has passed the Series 63, Series 3, Series 7TO, SIE and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric M Mark

Blog Corner

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Videos & Posts

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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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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

4 years in the financial services industry

Current & Past Employments

WEBULL FINANCIAL LLC·CRD# 289063
BD
200 Carillon Pkwy Floor 4, St. Petersburg, FL 33716
November 15, 2024 - Present
MORGAN STANLEY·CRD# 149777
BD
Tampa, FL
January 18, 2023 - August 13, 2024
E*TRADE SECURITIES LLC·CRD# 29106
BD
Temple Terrace, FL
November 1, 2022 - September 5, 2023

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Current Firm

WF
WEBULL FINANCIAL LLC

WEBULL FINANCIAL LLC

CRD#: 289063 / SEC#: 8-69978
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

Contact Information

Main Address

44 Wall Street 2nd Floor, New York, NY 10005

Mailing Address

44 Wall Street 2nd Floor, New York, NY 10005

Phone Number

(929) 484-0816

Established

Delaware since 05/24/2017

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WEBULL HOLDINGS (US) INC.OWNER/ MANAGING MEMBER—
BLAS, ANTHONY MICHAELCHIEF COMPLIANCE OFFICER6480360
CONSTANTINO, MICHAEL JAMESCHIEF OPERATIONS OFFICER4237527
DENIER, ANTHONY MICHAELCHIEF EXECUTIVE OFFICER3260208
ENGELSOHN, MOSHE BINYAMINFINOP / CHIEF FINANCIAL OFFICER2504044

Disclosures

Regulatory Event

6

Arbitration

1

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Florida
(11/15/2024)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed May 2023About the Series 63 exam

Series 3 — National Commodity Futures Examination

Passed Jan 2026About the Series 3 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed May 2022About the SIE exam

Series 24 — General Securities Principal Examination

Passed Sep 2025About the Series 24 exam
Cboe EDGX Exchange, Inc.
SRO Registrations
FINRA
SRO Registrations
MEMX LLC
SRO Registrations
NYSE American LLC
SRO Registrations
NYSE Arca, Inc.
SRO Registrations
Nasdaq Stock Market
SRO Registrations
New York Stock Exchange
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Eric Michael Mark's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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