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MARK E. REICH, CPA, CFP
CRD 129854
10 EAST 39TH STREET, 12TH FLOOR, NEW YORK, NY, 10016, United States
Phone
212-253-0370
Fax
877-570-6329
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps; 37 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
All web addresses on file
Official SEC filing: View on IAPD