Marie Elizabeth Stark
Investment adviser representative at Forum Financial Management, LP
14 yearsExperience
1 stateRegistered in
$8.7BFirm assets
17 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Stark & D'aprile Cpas PcDec 2022 to now
- Forum Financial Management, LPSep 2016 to now
- Purshe Kaplan Sterling InvestmentsSep 2016 to Oct 2020
- Stark and Basila Cpas PcNov 2012 to Nov 2022
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (NY).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 3277754
- Firm CRD
- 145706