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Mark Andrew Macarthur

Investment adviser representative at M2 Capital Advisors
20 yearsExperience
2 statesRegistered in
$158MFirm assets
Under 1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

20 years in the industry.

  1. M2 Capital AdvisorsSep 2017 to now
  2. M2 Financial LLCJun 2017 to now
  3. Criterion Wealth ManagementJan 2008 to Aug 2017
  4. Ausdal Financial Partners, Inc.Nov 2006 to Nov 2023

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2003

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

M2 Capital Advisors

Legal name: M2 Financial LLC

$158MAssets managed
57Clients
3Advisers
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
2411397
Firm CRD
288829
Advisor's SEC record (opens in a new tab)
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