Mark Steven Yandura
Investment adviser representative at Osaic Institutions, Inc.
10 yearsExperience
1 stateRegistered in
$6.5BFirm assets
19 yearsFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Osaic Institutions, Inc.May 2026 to now
- First Commonwealth BankApr 2026 to now
- LPL Financial LLCMay 2025 to Apr 2026
- Cuso Financial Services, LPApr 2021 to May 2025
- Wright-patt Credit UnionApr 2021 to Apr 2025
- Equitable Advisors, LLCDec 2019 to Apr 2021
- AXA Advisors, LLCDec 2019 to Jun 2020
- UnemployedJun 2017 to Dec 2019
- Catalyst Capital Advisors LLCApr 2016 to Jun 2017
- Alt Fund Distributors, LLCJan 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (OH).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 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
- 3254509
- Firm CRD
- 35371