Mark Essenfeld
Investment adviser representative at Soltis Investment Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12BFirm 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 assetsFixed or flat feePerformance-based
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.
- Soltis Investment Advisors, LLCJun 2024 to now
- Hub InternationalAug 2021 to May 2024
- Tcg Advisors, LLC a Hub International CompanyJul 2020 to May 2024
- Tcg Advisors LPSep 2018 to Jul 2020
- MML Investors Services, LLCMar 2017 to Sep 2018
- Msi Financial Services, Inc.Jan 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (IL).
Soltis Investment Advisors, LLC
$12BAssets managed
5,414Clients
79Advisers
16 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
- 4572427
- Firm CRD
- 154690