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Mark Mahshie is a registered investment advisor at Mpm Advisors Group LLC, based in Liverpool, NY, with 43 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 177 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
177 clients
Average Client Portfolio
$656K average
Assets Under Management
$116.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1101 Fern Hollow Drive, Liverpool, NY, 13088
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2006Closed-No Action
Customer Dispute
May 2002Denied
Customer Dispute
February 2001Settled
Employment History
Current Registrations
Mpm Advisors Group LLC
October 2025 - Present · 6 mos
Previous Registrations
Ibn Financial Services, INC.Broker
February 2021 - February 2026 · 5 yrs
Ibn Financial Services, INC
February 2021 - December 2025 · 4 yrs 10 mos
MML Investors Services, LLC
May 2013 - February 2021 · 7 yrs 9 mos
Cadaret, Grant & CO., INC.Broker
August 1985 - November 1987 · 2 yrs 3 mos
Nathan & Lewis Securities, INC.Broker
July 1983 - November 1986 · 3 yrs 4 mos
MML Investors Services, LLCBroker
November 1982 - February 2021 · 38 yrs 3 mos
Massachusetts Mutual Life Insurance CompanyBroker
April 1982 - January 1988 · 5 yrs 9 mos
State Registrations2 states
NYTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.