Investment Services New York

North Shore Wealth Management Advisors, Inc.

Investment Services New York
Your Source for Professional Wealth Management

Address
One World Trade Center
 
85th Floor
Place
New York, NY   10007 
Landline
(212) 877-8700
E-Mail
mark@nsadvisors.com
Twitter
@NorthShoreWMA
Facebook
399896766750414
Website
www.nsadvisors.com

Description

Your Source For Professional Wealth Management Financial Planning, Investments, Taxes Pensions, 401K Plans, Insurance Individuals & Businesses

North Shore Wealth Management Advisors, Inc. can be found at One World Trade Center . The following is offered: Investment Services - In New York there are 2558 other Investment Services. An overview can be found here.

Keywords investments, financial planning, portfolio management, tax consulting, retirement plans, 401k, Pensions, income planning, discretionary investment manager, fiduciary, brokerage, stock broker.

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  • MARK A. CIRELLI, MBA, CPA, PFS, CFP®

    President

    Mark is an independent financial service professional and fiduciary. He is the founder and President of North Shore Wealth Management Advisors, Inc. His firm’s mission is focused on providing comprehensive wealth management planning, investment advisory, tax planning, and family office services to high and ultra-high net worth individual and business clients. Mark has built a professional team infrastructure and a disciplined approach dedicated to meeting and exceeding client expectations. Mark’s financial services practice is founded on the principles of delivering independent, unbiased, financial advice with the highest level of integrity and professionalism in his client’s best interests. Securities are offered through American Portfolios Financial Services, Inc., member FINRA/SIPC and Investment Advisory Services are offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor – he is an affiliated representative of both firms. Mark’s professional career began in public accounting in 1991 as a practicing CPA, where his background includes extensive experience in corporate financial statement audits and reporting, SEC filings, mergers and acquisitions, due diligence services, accounting and reporting for public and privately owned companies, and tax services. Since 2000, Mark has specialized in providing comprehensive financial advisory and wealth management services. Mark worked with Merrill Lynch from 2000 to 2009 as a Financial Advisor prior to forming his firm. In addition to Mark's many years of professional experience, he holds several advanced credentials in addition to his CPA license. Mark holds the PFS designation, awarded to CPAs by the AICPA to candidates who meet specific, rigorous, ongoing requirements for designation as a Personal Financial Specialist. Mark also holds the CFP® designation, awarded by the Certified Financial Planner Board to candidates who have met rigorous education, examination, and ethics requirements. In addition to extensive practical experience, Mark has also completed many specialized courses in asset management, use of trusts, and planning for clients with special needs and disabilities. Throughout his career, Mark has lectured for the New York State Society of Certified Public Accountants on various technical topics including financial planning and advanced investment strategies for high net worth individuals; in addition, he has written articles published in The CPA Journal and CPA Society chapter newsletters. Mark is a graduate of Chaminade High School in Mineola, New York, has a BBA in Accounting from Hofstra University and earned his MBA at The University of Chicago Booth School of Business. Mark holds the Series 7 and 66 securities licenses as well as the Series 24 Registered Principal license. Mark is insurance licensed in New York State, Florida, and Texas. Mark has advanced his education throughout his entire career and he enjoys learning, teaching, coaching, and mentoring. He has volunteered and supported many charitable and social causes particularly for education and athletics. Mark is passionate about competitive sports and nutrition and he is a semi-professional athlete in fitness, strength training, and bodybuilding. Mark is a blogger and influencer in social media for lifestyle and wellness. He resides in St. James, New York since 1997 with his wife and their two dogs, where together they raised their four children.

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Investment Services
(212)877-8700 (212)-877-8700 +12128778700

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