Mark Allan Moberg
Investment adviser representative at Green Ocean Global Advisors LLC
29 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$114.8MFirm assets
Are you Mark Allan Moberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
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.
- Green Ocean Global Advisors LLCMar 2024 to now
- UnemployedDec 2021 to Mar 2024
- Grove Point Investments, LLCApr 2021 to Dec 2021
- H. Beck, Inc.Dec 2005 to Mar 2021
- First Financial Asset Management IncFeb 1997 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (FL).
Green Ocean Global Advisors LLC
$114.8MAssets managed
147Clients
5Advisers
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
- 2247389
- Firm CRD
- 321145