MARK PORCELLI is an investment adviser representative (IAR) with state registration records since 2012, appearing at 4 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2022-01-09 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2019-03-11 | 2021-02-01 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2013-08-07 | 2018-06-18 | — |
| LENOX ADVISORS, INC. | 2012-07-09 | 2013-07-12 | — |