MML Investors Services
28yrs
Top 19% by experience nationwide
33yrs
Mark Edwards
Financial advisor at Cetera Investment Advisers
Mark Edwards is a financial advisor in East Hampton, Connecticut, with 33 years in the industry. Mark joined Cetera Investment Advisers in 2025, after 32 years at Avantax Advisory Services. Mark holds the CFP® designation.
At a glance
Experience33 years (since 1993)
How that compares ?Top advisor by experience in East Hampton
Office10 Summit St Suite 6, East Hampton, CT 06424
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Aug 2025 – nowCetera Investment Advisers LLCCurrent firm
- 1993 – 2025Avantax Advisory ServicesPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mark
How do I contact Mark?
Call Cetera Investment Advisers at (310) 257-7880 and ask for Mark Edwards. Mark works from the East Hampton, CT office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1993, about 33 years. Top advisor by experience in East Hampton.
What licenses does Mark hold?
Series 63. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Cetera Investment Advisers 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.
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