Mark James Hideriotis
Investment adviser representative at Financial Management Associates, LLC
21 yearsExperience
3 statesRegistered in
$135.8MFirm assets
3 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
Experience
21 years in the industry.
- Financial Management Associates, LLCJul 2023 to now
- Cambridge Investment Research Advisors, Inc.May 2019 to Jul 2023
- Antaeus Wealth Advisors, LLCOct 2018 to Jul 2023
- Cambridge Investment Research, Inc.Oct 2018 to Jul 2023
- JP Morgan ChaseSep 2005 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Financial Management Associates, LLC
$135.8MAssets managed
343Clients
1Advisers
3 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
- 7046180
- Firm CRD
- 327502