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Advisors
43yrs

Mark Herskovitz

Financial advisor at Equilibrium Wealth

Mark Herskovitz is a fiduciary financial advisor, with 43 years in the industry. After two years at Advisory Services Network and a year at Morgan Stanley, Mark joined Equilibrium Wealth in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.

Jerusalem, nullTop 1% by experience nationwideFiduciary advisor
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At a glance

Experience43 years (since 1983)
How that compares ?Top 1% by experience nationwide
OfficeJerusalem, null
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.92 million
Advisors at the firm3
States licensed ?1 state

Services through Equilibrium Wealth

Financial planningInvestment management for individuals and small businessesChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Jan 2026 – now
  2. Apr 2019 – Dec 2020
  3. Dec 2012 – Jan 2014
    Morgan StanleyPreviously

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Mark

How do I contact Mark?

Call Equilibrium Wealth at (212) 321-0428 and ask for Mark Herskovitz. Mark works from the Jerusalem, null office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1983, about 43 years. Top 1% by experience nationwide.

What licenses does Mark hold?

Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Equilibrium Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.