LPL Financial
39yrs
Top advisor by experience in Wylie
30yrs
Mark Patsy
Full name on record: Mark Benjamin Patsy
Financial advisor at Federated Investment Counseling
Mark Patsy is a fiduciary financial advisor in Wylie, Texas, with 30 years in the industry. Mark joined Federated Investment Counseling in 2004, a firm offering investment management, private fund management, and educational workshops. Federated Investment Counseling reports being paid through a percentage of assets and performance-based fees.
One of 29 advisors with offices in Wylie, and one of 23 fiduciaries.
At a glance
Experience30 years (since 1996)
How that compares ?Top 7% by experience in Wylie
OfficeWylie, TX
How the firm is paid ?Percent of assets, Performance fee
Typical client at the firm ?$581,646
Advisors at the firm242
States licensed ?1 state
Services through Federated Investment Counseling
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Career
- 2010 – now
- 2010 – now
- 2009 – nowFederated Securities Corp.Current
- 2004 – nowFederated Investment CounselingCurrent firm
Contact Mark
Wylie, TXOffice · Get directions Firm main line(412) 288-1900Headquarters: Federated Investment Counseling · Pittsburgh, PA LinkedIn pageFederated Investment CounselingIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
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About Mark
How do I contact Mark?
Call Federated Investment Counseling at (412) 288-1900 and ask for Mark Patsy. Mark works from the Wylie, TX office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1996, about 30 years. Top 7% by experience in Wylie.
What licenses does Mark hold?
Series 63, 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?
Federated Investment Counseling reports being paid by a percentage of the assets they manage, a share of investment gains. 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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