Tanner W. Vandermark

PARK LANE FINANCIAL GROUP LLC

WEST PITTSTON, PA 18643

Some features on this profile are disabled

CRD#: 7619502

Professional summary

Tanner Wilson Vandermark is a registered financial advisor currently at PARK LANE FINANCIAL GROUP LLC located in West Pittston, Pennsylvania.

Tanner is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Tanner has worked at 2 firms and has passed the Series 65 and SIE 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.

DOOR DASH, NOT INVESTMENT RELATED, DASHER. 01/2023-PRESENT. 303 2ND ST SUITE 800 SAN FRANCISCO, CA 94107. 25 HRS/MONTH. 25 HRS/MONTH DURING TRADING. DUTIES: FOOD DELIVERY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Wilson Vandermark'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®

None

Experience

Current

March 21, 2025 - Present

PARK LANE FINANCIAL GROUP LLC

Office #1: 843 Exeter Ave., West Pittston, PA 18643

RIA

CRD#: 332774

WEST PITTSTON, PA

Past

August 22, 2022 - September 27, 2023

MCADAM LLC

RIA

CRD#: 170914

PHILADELPHIA, PA

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

Pennsylvania
(3/21/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/12/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 4/21/2022

Securities Industry Essentials Examination

Current Firm

PARK LANE FINANCIAL GROUP LLC

CRD#: 332774 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (9/27/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

843 Exeter Ave., West Pittston, PA 18643

Mailing Address

Phone number

(570) 497-8081

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 1,500,000

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.

Similar Advisors

Adam Zibly

FINALIS SECURITIES LLC

New York, NY

Thomas Acerra

LPL FINANCIAL LLC

IAR

RED BANK, NJ

Jacob Kersey

CHOREO, LLC

IAR

Mishawaka, IN

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Tanner W. Vandermark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tanner Wilson Vandermark's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARK LANE FINANCIAL GROUP LLC

MCADAM LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/12/2022

SIE

Date: 4/21/2022

Current Firm

PARK LANE FINANCIAL GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PARK LANE FINANCIAL GROUP LLC

TRUST BUT VERIFY

Similar Advisors