Mark David Harbaugh
Investment adviser representative at Cerity Partners LLC
12 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Mark David Harbaugh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
12 years in the industry.
- Cerity Partners LLCOct 2026 to now
- UBS Financial Services Inc.Sep 2014 to Sep 2026
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
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
- 5381122
- Firm CRD
- 151559