Mark Dorfman
Investment adviser representative at Nosuris, Inc.
38 yearsExperience
3 statesRegistered in
ChFC®Designation
$95MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Pension consulting
Experience
38 years in the industry.
- Nosuris, Inc.Feb 2012 to now
- Apw Capital, IncMar 2009 to now
- Comprehensive Asset Management & Servicing, Inc.Feb 2009 to now
- Oberlander Dorfman Inc.Mar 1988 to now
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 3 states (CA, NY, TX).
Nosuris, Inc.
$95MAssets managed
200Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1457646
- Firm CRD
- 160979