MS
CFP
MS
CFP

Mark Santangelo

28 Years of Experience
Emerson, NJ
1 DisclosureBroker

Mark Santangelo is a CFP-designated registered investment advisor, based in Emerson, NJ, with 28 years of industry experience.

Location

85 Kinderkamack Road, Emerson, NJ, 07630

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History

Regulatory History (1)
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Civil
April 2025
Pending
Other Business Activities

Mark is a 50% owner of Titan Financial Services, LLC, a Registered Investment Advisor, dedicating about 20% of his time. He also owns a CPA firm, Marsan Associates, PC, and is involved in several real estate and family investment entities, spending minimal time on each; none of these activities are investment-related.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
May 2013 - Present · 12 yrs 11 mos
Titan Financial Services, LLC
November 2004 - Present · 21 yrs 5 mos
Previous Registrations
Investment Advisors Asset Management, LLC
July 2012 - April 2013 · 9 mos
Royal Alliance Associates, INC.Broker
November 2006 - April 2013 · 6 yrs 5 mos
Investment Advisors & Consultants, INC.Broker
September 1998 - December 2006 · 8 yrs 3 mos
Investment Counseling, INC.Broker
July 1998 - September 1998 · 2 mos
Investment Advisors & Consultants, INC.Broker
January 1998 - July 1998 · 6 mos
State Registrations13 states
AZCACOCTDEFLGAMANCNJNYPAUT
AdvisorBrokerBoth

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.