Advisor at Financial Management Associates, LLC
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
Financial Management Associates, LLC
Location
Windham, NH 03087
Credentials
Series 66
Industry experience
6 years
Mark Hideriotis is a financial advisor at Financial Management Associates, LLC with six years of industry experience. He holds the Series 66 designation and has previously worked at Cambridge Investment Research Advisors, Inc., Antaeus Wealth Advisors, LLC, and JP Morgan Chase. Outside of his advisory role, he is also an independent insurance agent for various companies. Financial Management Associates, LLC provides portfolio management and financial planning services to individuals, pension plans, trusts, and business entities, managing over $126 million in client assets. The firm employs a combination of fundamental and technical analysis and typically exercises investment discretion while offering consultative and non-securities advice, including insurance recommendations.
Based on Financial Management Associates, LLC
Based on Financial Management Associates, LLC
Flat fixed fee may be negotiated for certain financial planning services
$0 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.75%
$100-$250 per hour depending on provider ($100/hr for administrative, $150/hr for professional time, $250/hr for principal's time)
55 Enterprise Drive
Windham, NH 03087
Massachusetts · New Hampshire · Texas
Financial Management Associates, LLC
2023 - Present (3 years)
Cambridge Investment Research Advisors
2019 - 2023 (4 years)
Cambridge Investment Research, Inc.
2019 - 2023 (4 years)
Antaeus Wealth Advisors, LLC
2018 - 2023 (5 years)
Cambridge Investment Research, Inc.
2018 - 2023 (5 years)
JP Morgan Chase
2005 - 2018 (13 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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