Mark Anthony Finelli
Investment adviser representative at Family Wealth Partners LLC
17 yearsExperience
1 stateRegistered in
$130.9MFirm assets
Under 1 yearFirm in business
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Contact this firm
From SEC records
Firm's SEC record (opens in a new tab)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
17 years in the industry.
- Family Wealth Partners LLCAug 2019 to now
- Purshe Kaplan Sterling Investments, Inc.Aug 2019 to now
- Laura SportfishingApr 2012 to now
- Bank of America, N.A.Dec 2009 to Aug 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2009 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Family Wealth Partners LLC
$130.9MAssets managed
222Clients
2Advisers
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
- 4434102
- Firm CRD
- 304935