Mark Charles Swoboda
Investment adviser representative at Mirador Capital Partners
11 yearsExperience
1 stateRegistered in
$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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Mirador Capital PartnersJun 2023 to now
- Okta, Inc.Nov 2021 to Mar 2023
- Autodesk, Inc.Oct 2015 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
Mirador Capital Partners
Legal name: Mirador Capital Partners, LP
$1BAssets managed
662Clients
9Advisers
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
- 7776279
- Firm CRD
- 173764