Mark Winfield Cresap Iii
Professional Summary
Mark Winfield Cresap III, who also goes by Mark Winfield Cresap, is a registered financial advisor currently at CRESAP, INC. located in Clarks Summitt, Pennsylvania. Mark is registered as a RR (Registered Representative) and started their career in finance in 1976. Mark has worked at 5 firms and has passed the Series 63, Series 52TO, Series 99TO, SIE, Series 7, Series 14, Series 26, Series 39, Series 4, Series 27, Series 53, Series 24 and...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Mark Winfield Cresap
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
50 years in the financial services industry
Current & Past Employments
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Current Firm
CRESAP, INC.
Contact Information
Main Address
259 N. Radnor-chester Rd. Ste. 140 Ste 140, Radnor, PA 19087Mailing Address
259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087Phone Number
(610) 341-1320Established
Pennsylvania since 12/07/1989Firm Type
CorporationFiscal Year End
DecemberFirm Size
Small# of Employees
16SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
FINRA licenses (44 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRESAP, MARK WINFIELD III | PRESIDENT/CHIEF COMPLIANCE OFFICER | 828898 |
Regulatory Assets Under Management
Total Number of Accounts
604AUM (Assets Under Management)
$339,016,488Disclosures
Regulatory Event
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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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Primary Firm SEC Registration
CRESAP, INC.
State Registrations and Notice Filings
(5/3/2005)
(7/22/2010)
(6/5/1990)
(1/2/1991)
(8/29/1991)
(3/15/2023)
(10/23/1995)
(4/3/1998)
(5/30/1990)
(8/19/2004)
(6/13/2008)
(7/20/1990)
(10/13/2006)
(4/22/1991)
(12/7/1994)
(6/22/1999)
(11/7/1994)
(3/28/1990)
(5/27/2005)
(10/19/2005)
(3/1/1999)
(8/30/1991)
(10/20/1995)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Sep 2025About the Series 52TO examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jan 2023About the Series 26 examSeries 39 — Direct Participation Programs Principal Examination
Passed Jan 2023About the Series 39 examSeries 40 — Registered Principal Examination
Passed May 1979SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Mark Winfield Cresap III's CRS (Customer Relationship Summary).
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