Mark Robert Salerno

Coordinated Capital Securities, INC.

11 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Coordinated Capital Securities, INC.

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

236 clients

Average Client Portfolio

$617K average

Assets Under Management

$145.7M

Fee Structure

Minimum Investment:$25K

Financial Planning:Investment management only

Location

2315 30th Avenue, Kenosha, WI, 53144

Get directions

History

Regulatory History (1)

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.

Criminal

April 1980

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is an independent insurance agent with The Schaeffer Group, LLC since 2018, selling life and fixed annuity insurance. Since 2022, he also sells and services equity indexed annuities, dedicating minimal time to these activities.

Employment History

Current Registrations

Coordinated Capital Securities, INC.

March 2021 - Present · 4 yrs 11 mos

Coordinated Capital Securities, INC.Broker

April 2018 - Present · 7 yrs 10 mos

Previous Registrations

Lupo Futures, LLCBroker

May 2012 - May 2016 · 4 yrs

State Registrations7 states

FLILINMIOHVAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.