MarkStandard- Financial Advisor Washington, DC

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About Mark Standard

We take an approach to your wealth that works for you and your entire financial life. Whether you're pursuing retirement, making an investment or forging a legacy, understanding the bigger picture is the first step to helping you pursue your financial goals today, tomorrow and for generations to come.

See Disclosures

General Information

Firm Start Year

1923

CRD#

2617149

Firm CRD#

8174

Insurance License#

2178139

States Licensed in

DC, MD, VA, NY, FL

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

Mark Standard, has more than 25 years of experience in the financial services industry. He joined UBS in August 2022 as Executive Director to serve as the Branch Manager of the UBS office in McLean, Virginia. He was quickly was recognized for inspiring Financial Advisors to understand client needs then leverage the capabilities of the firm to deliver the best solutions. In January 2023, Mark became a partner on a Private Wealth Team in Washington, DC. They provide tailored wealth solutions to success families in the Washington DC Area. Mark began his career as a Financial Advisor at Merrill Lynch in New York City. Prior to UBS he held the position of Market Director at J.P. Morgan for the state of Maryland. Mark has an MBA in finance from the University of Chicago, Booth School of Business and a Certificate in Venture Capital from the Wharton School of Business.

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning for Individuals, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Compliance

Registered Representative

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 9, Series 23, Series 66, Series 10

Insurance and Annuity Licenses

Life, Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

$1.2 Billion

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891452/paladinregistry-UBS-detailed-disclosure.html

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Paladin Research Report For:

Mark Standard

UBS