Mark Edward Amberg
Investment adviser representative at Verdence Capital Advisors, LLC
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.6BFirm 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
- Portfolio management
Experience
15 years in the industry.
- Verdence Capital Advisors, LLCJun 2023 to now
- Bank of America, N.A.Jun 2011 to Jun 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2011 to Jun 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 1 state (VA).
Verdence Capital Advisors, LLC
$4.6BAssets managed
1,876Clients
46Advisers
9 yearsIn 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
- 2481269
- Firm CRD
- 288512