Mark Louis Sansoterra
Investment adviser representative at Highview Capital Management, LLC
25 yearsExperience
1 stateRegistered in
CFADesignation
$416.3MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Highview Capital Management, LLCMar 2020 to now
- BMO Private BankJan 2001 to Mar 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Highview Capital Management, LLC
$416.3MAssets managed
97Clients
4Advisers
5 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
- 7225934
- Firm CRD
- 306195