Mark Sinderson is a CFP-designated registered investment advisor at Smartpath Advisors, based in Atlanta, GA, with 15 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Fee Structure
- Retirement Readiness: This service includes projections of your likelihood of achieving your financial goals. It typically occurs over two to three phone calls and includes an electronic report.
- Savings Strategy Session: This service includes a discussion of various types of savings and investment accounts. It typically occurs over one to two phone calls and does not include a formalized electronic report.
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Location
Atlanta, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Smartpath Advisors
March 2020 - Present · 6 yrs 1 mo
Previous Registrations
Financial Clarity Partners, LLC
September 2016 - December 2021 · 5 yrs 3 mos
Liberty Partners Capital Management, LLC
May 2016 - April 2017 · 11 mos
Cornerstone Financial Advisors, INC.
June 2007 - May 2008 · 11 mos
Commonwealth Financial Network
November 2006 - September 2008 · 1 yr 10 mos
Park Avenue Securities LLC
August 2004 - September 2006 · 2 yrs 1 mo
Ws Griffith Securities, INC.
January 2004 - May 2004 · 4 mos
Integral Financial Advisors LLC
May 2003 - October 2003 · 5 mos
Cdhm Financial Advisors, LLC
June 2002 - May 2003 · 11 mos
Raymond James Financial Services
May 2002 - May 2003 · 1 yr
State Registrations2 states
GATX
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.