Mark
Hideriotis

Financial Management Associates, LLC

CRD#7046180
Investment Advisor
in North Andover, MA

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About this Advisor

Mark Hideriotis is a financial advisor based in North Andover, Massachusetts, working with Financial Management Associates, LLC. Mark has previously held positions at Cambridge Investment Research, Inc, Jp Morgan Chase, Cambridge Investment Research Advisors, Inc, Financial Management Associates, LLC, and Antaeus Wealth Advisors, LLC. Mark has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Hampshire. Currently, Mark is part of Financial Management Associates, LLC, which operates out of North Andover, Massachusetts. The firm has 4 employees and manages assets totaling $110.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Financial Management Associates, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

471 Andover Street
North Andover, MA 01845

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Financial Management Associates, LLC Brokerage Details

Total Assets Under Management

$110,085,539

MA Average: $16,012,751,954
Total Number of Employees

4

MA Average: 118
Total Number of Accounts

316

MA Average: 4,567
Average Account Size

$348,372

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mark Hideriotis Work History

2023 - Present (2 years)

Financial Management Associates, LLC

2019 - 2023 (4 years)

Cambridge Investment Research, Inc

2019 - 2023 (4 years)

Cambridge Investment Research Advisors, Inc

2018 - 2023 (5 years)

Cambridge Investment Research, Inc

2018 - 2023 (5 years)

Antaeus Wealth Advisors, LLC

2005 - 2018 (13 years)

Jp Morgan Chase

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Disclosures

Please visit the SEC profile of Mark Hideriotis to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Management Associates, LLC

Mark Hideriotis
North Andover, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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