Mark Harris Schlossenberg
Investment adviser representative at Foundations Investment Advisors LLC
12 yearsExperience
1 stateRegistered in
$10.1BFirm assets
11 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 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
12 years in the industry.
- Foundations Investment Advisors LLCOct 2024 to now
- Ae Wealth Management, LLCFeb 2022 to Sep 2024
- Freedom Financial Advisors of MarylandJan 2022 to Sep 2024
- Re/max Town CenterAug 2021 to Sep 2024
- Westex Group, Inc.Jun 2018 to May 2021
- Mark SchlossenbergJan 2018 to Dec 2021
- Potomac Wealth Advisors, LLCApr 2014 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MD).
Foundations Investment Advisors LLC
$10.1BAssets managed
29,663Clients
293Advisers
11 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
- 6022417
- Firm CRD
- 175083