MC
Mark W. Cresap
CRESAP
Clarks Summitt, PA 18411
Some features on this profile are disabled
CRD#: 828898
MC
Professional summary
Mark Winfield Cresap III, who also goes by Mark Winfield Cresap, is a registered financial professional 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 Series 40 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Mark Winfield Cresap
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.
CRS (Client Relationship Summary) - BD
Click below to view Mark Winfield Cresap III'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 11, 1990 - Present
CRESAP, INC.
Office #1: 117 E Grove St, Clarks Summitt, PA 18411Office #2: 259 N Radnor-chester Rd Ste.140, Radnor, PA 19087Office #3: 259 N Radnor Chester Rd Ste 140, Radnor, PA 19087Office #4: 259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087RIA
BD
CRD#: 25899
Clarks Summitt, PA
Past
April 25, 1983 - January 25, 1990
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
April 19, 1979 - August 18, 1982
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
Past
March 31, 1978 - April 5, 1979
W.H. NEWBOLD'S SON & CO., INC.
BD
CRD#: 7575
Past
October 21, 1976 - April 5, 1979
W. H. NEWBOLD'S SON & CO.
BD
CRD#: 864
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".
CI
CRESAP, INC.
CRESAP, INC.
CRD#: 25899 / SEC#: 801-79750, 8-42117
RIA
Registered Investment Advisory firm - SEC (6/9/2014 Approved)Pennsylvania
Registered Investment Advisory firm - SEC (9/15/2014 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arkansas(5/3/2005)
RR
California(7/22/2010)
RR
Delaware(6/5/1990)
RR
Florida(1/2/1991)
RR
Illinois(8/29/1991)
RR
Indiana(3/15/2023)
RR
Kentucky(10/23/1995)
RR
Maine(4/3/1998)
RR
Maryland(5/30/1990)
RR
Massachusetts(8/19/2004)
RR
Nevada(6/13/2008)
RR
New Jersey(7/20/1990)
RR
New Mexico(10/13/2006)
RR
New York(4/22/1991)
RR
North Carolina(12/7/1994)
RR
Ohio(6/22/1999)
RR
Oregon(11/7/1994)
RR
Pennsylvania(3/28/1990)
RR
Rhode Island(5/27/2005)
RR
Texas(10/19/2005)
RR
Vermont(3/1/1999)
RR
Virginia(8/30/1991)
RR
Washington(10/20/1995)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 40
Date: 5/21/1979
Registered Principal ExaminationSRO Registrations
RR
FINRA
Current Firm
CI
CRESAP, INC.
CRESAP, INC.
CRD#: 25899 / SEC#: 801-79750, 8-42117
RIA
Registered Investment Advisory firm - SEC (6/9/2014 Approved)Pennsylvania
Registered Investment Advisory firm - SEC (9/15/2014 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
259 N. Radnor-chester Rd. Ste. 140 Ste 140, Radnor, PA 19087
Mailing Address
259 N. Radnor-chester Rd. Ste. 140, Radnor, PA 19087
Phone number
(610) 341-1320
Established
Pennsylvania since 12/07/1989
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
18
SEC notice filing (1 States and Territories)
FINRA licenses (44 States and Territories)
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 | 595 |
| AUM (Assets Under Management) | $ 339,016,488 |
Disclosures
| Regulatory Event | 3 |
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.
