Mark Nagy (CRD# 2032863) is an Investment Advisor Representative working at Gradient Advisors, LLC in Celina, OH and has over 29 years of experience in the finance industry.
CRD# 809243
Stifel, Nicolaus & Company, Incorporated
CRD# 4128137
Osaic Wealth, Inc.
CRD# 2293786
Capital Cities Investments
Company Name | Location | Dates | Years |
---|---|---|---|
Gradient Advisors, LLC | Arden Hills, MN | Dec 2023 - Current | < 1 |
Grand Lake Insurance & Investments, LLC | Celina, OH | Oct 2014 - Current | 9 |
Grand Lake Insurance & Investments, LLC | Celina, OH | Oct 2018 - Dec 2023 | 5 |
The Tavenner Company | Springfield, OH | Jun 2000 - Nov 2016 | 16 |
Mark A. Nagy | Celina, OH | Jan 1997 - Oct 2014 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 1994 |
- OH
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Total Assets Under Management207MILLIONS
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Total Number of Accounts2,706ACCOUNTS
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Average Account Value$76,532
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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