VESTMARK ADVISORY SOLUTIONS, INC.

CRD 221518 · SEC 801-114077

100 QUANNAPOWITT PKWY, SUITE 205, WAKEFIELD, MA, 01880, United States

Phone

888-355-0477

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$49.85B

Discretionary AUM

$15.80B

Team

33 total employees; 25 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-30

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
Individuals	84069	$49.85B

IL, MA, NJ, NY, PA, TX

Official SEC filing: View on IAPD