Mark Dean Schlosser
Investment adviser representative at Schlosser Financial Services, Inc.
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$108MFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
29 years in the industry.
- Schlosser Financial Services, Inc.Mar 1997 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Schlosser Financial Services, Inc.
$108MAssets managed
219Clients
1Advisers
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
- 2140801
- Firm CRD
- 128809