MARK CERNESE & ASSOCIATES

MARK CERNESE & ASSOCIATES is an SEC-registered investment adviser (CRD 174062). Regulatory assets under management: $3.9M.

Registration

• CRD: 174062
• Type: Registered investment adviser
• Phone: 484-951-3318
• Latest filing: 2025-08-04
• Regulatory AUM: $3.9M
• Discretionary AUM: $3.9M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174062 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search