ME
Mark P. Eid
ACTS FINANCIAL ADVISORS
Mclean, VA 22101
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CRD#: 7717662
ME
Professional summary
Mark Philip Eid, who also goes by Mark Phillip Eid, Mark Eid, is a registered financial advisor currently at ACTS FINANCIAL ADVISORS located in Mclean, Virginia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mark has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Phillip Eid | Mark Eid
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.
Mark Eid also works as a Mohs micrographic surgeon at Qualderm Partners. He spends approximately 2 days per week performing clinical duties. Mark Eid is a licensed insurance agent. Start date: 2023-07-13; Hours per month devoted to this activity during trading hours: 5; Hours per month devoted to this activity trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 5; INK Homes and Lifestyle; Investment related: Yes; Represent buyers and sellers in residential and commercial real estate transactions in Virginia; Real Estate Agent; 2017-11-09; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 5; Percentage of total yearly compensation expected to be derived from the business: 1. Name of outside business: Rich to Wealthy, LLC; Is the business investment related: No; Location of the business: 1390 Chain Bridge Rd #10147 McLean Virginia 22101 United States; Description of the business: Rich to Wealthy is a personal finance-related social media and website-based education and entertainment company. ; Position Title: Owner/Co-Founder; Responsibilities Duties: Create media content for educational and entertainment purposes regarding personal finance topics;Start date with business: 2023-07-12; Hours per month devoted to business during trading hours: 10;Hours per month devoted to business outside trading hours: 10.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Philip Eid'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 9, 2023 - Present
ACTS FINANCIAL ADVISORS
Office #1: 1390 Chain Bridge Rd #10147, Mclean, VA 22101RIA
CRD#: 325930
Mclean, VA
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".
AF
ACTS FINANCIAL ADVISORS
ACTS FINANCIAL ADVISORS | RICH TO WEALTHY | ACTS FINANCIAL ADVISORS, LLC
CRD#: 325930 / SEC#: 801-129105
RIA
Registered Investment Advisory firm - (11/24/2023 Approved)Virginia
Registered Investment Advisory firm - (12/4/2023 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
Texas(1/3/2024)
IAR
Virginia(5/9/2023)
Current Firm
AF
ACTS FINANCIAL ADVISORS
ACTS FINANCIAL ADVISORS | RICH TO WEALTHY | ACTS FINANCIAL ADVISORS, LLC
CRD#: 325930 / SEC#: 801-129105
RIA
Registered Investment Advisory firm - (11/24/2023 Approved)Virginia
Registered Investment Advisory firm - (12/4/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1390 Chain Bridge Rd #10147, Mclean, VA 22101
Mailing Address
Phone number
(571) 749-5522
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 114,842,834 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
