MF
CFA
MF
CFA

Mark Robert Fitzpatrick

10 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
2 clients
Average Client Portfolio
$185.3M average
Assets Under Management
$370.6M

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$20,000
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Location

999 Brickell Avenue, Suite 1006, Miami, FL, 33131

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History

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.

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Other Business Activities

Mark is the Managing Partner of Glide Capital, LLC, which manages several private funds, dedicating nearly full-time hours to this role. He also serves as a Director at Nest Homes Group LLC and is involved with Chimay Corp, each taking about 10% of his time.

Employment History
Current Registrations
Glide Capital
December 2017 - Present · 8 yrs 2 mos
Scala Capital LLC
October 2015 - Present · 10 yrs 4 mos
Previous Registrations
Glide Capital
December 2017 - December 2022 · 5 yrs
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.
Mark Robert Fitzpatrick - Financial Advisor | TrueAdvisor