Mark Butler
Advisor at Butler & Co., Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Butler & Co., Inc.
Location
South Windsor, CT
Credentials
Series 63, Series 65
Industry experience
42 years
About
Mark Butler is the president and owner of Butler & Co., Inc., an independent investment advisory firm. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His career includes roles at Southeast Investments, N.C. Inc., Northeast Securities, and founding ACT International, Inc., a religious social services nonprofit. He is also the founder of Gulfstar Corporation, an oil and gas private investment vehicle. Butler & Co., Inc. provides investment advisory and consulting services to individuals, employee benefit plans, charitable organizations, corporations, and other business entities. The firm offers non-discretionary portfolio management, advisory consulting, third-party adviser selection, and pension consulting, with a client-driven process that emphasizes suitability and regular account monitoring.
Client services
Based on Butler & Co., Inc.
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Consulting services
Fee options
Flat fee for consulting services, payable quarterly, amount negotiated per agreement
$0 - $500,000: 2.00% $500,000+: 1.75%
$200 per hour (negotiable)
Account minimum: $25,000
Location
South Windsor, CT
Most active in
Mark B has reported serving >5 clients in these states in the last 12 months.
Connecticut
Work history
Southeast Investments, N.C. Inc.
2018 - Present (8 years)
Northeast Securities
2015 - 2017 (2 years)
Gulfstar Corporation
2007 - Present (19 years)
ACT International, Inc.
1999 - Present (27 years)
Hollywood Hotels Corp
1999 - Present (27 years)
Butler & Co., Inc.
1989 - Present (37 years)
Real estate broker
1984 - Present (42 years)
American Airlines
1978 - 2018 (40 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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