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Member · Platform Technology Partners

Mark H. Penske

CRD 4450959 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Platform Technology Partners, an SEC-registered wealth manager based in Locust Valley, NY with $1.2 billion in regulatory assets, lists Mark H. Penske on its Form ADV as Member, a control person. The SEC filings also name Mark at 1 other registered adviser.

Firms and roles

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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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.

Colleagues named on the same filings

  • Thomas D. KerneyChief Compliance Officer, Platform Technology Partners
  • Jaclyn A. SandlerChief Compliance Officer and Chief Operating Officer, United Advisors Investment Management, LLC

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.