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Managing Partner, CCO · MB Family Advisors

Mark Berman

CRD 6144624 · Named on Form ADV at one SEC-registered adviser

At a glance

MB Family Advisors, an SEC-registered wealth manager based in New York, NY with $204 million in regulatory assets, lists Mark Berman on its Form ADV as Managing Partner, CCO, a control person.

Firms and roles

  • MB Family AdvisorsManaging Partner, CCOWealth manager · New York, NY · $204M in regulatory assets

AtlasMembers

Mark’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.