Mark Patrick Farrelly
Investment adviser representative at Cairn Wealth Management
15 yearsExperience
4 statesRegistered in
ChFC®, CFP® certificationDesignations
$385MFirm 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
- Seminars and workshops
Experience
15 years in the industry.
- Cairn Wealth ManagementMar 2021 to now
- Cairn Investment Group, Inc.Mar 2021 to now
- Ep Wealth AdvisorsJan 2021 to now
- Newfocus Financial Group, LLCAug 2011 to Jan 2021
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 4 states (CA, OR, SC, WA).
Cairn Wealth Management
Legal name: Cairn Investment Group, Inc.
$385MAssets managed
315Clients
3Advisers
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
- 4457364
- Firm CRD
- 143601