Cetera Investment Advisers
47yrs
Top advisor by experience in Staten Island
29yrs
Based in Staten Island, New York, Mark Coller is a fiduciary financial advisor with 29 years of industry experience. Mark has been with LPL Financial since 2017; before that, Mark spent five years at National Planning and seven years at Cetera Investment Advisers. Mark holds the CPA/PFS designation.
One of 246 advisors with offices in Staten Island, and one of 204 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 18% by experience nationwide
Office30 Seguine Avenue, Staten Island, NY 10309
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowLPL Financial LLCCurrent firm
- 2012 – 2017National Planning CorporationPreviously
- 2005 – 2012Cetera Investment Advisers LLCPreviously
- Feb 2005 – Oct 2005C.J.M. Asset Management, LLCPreviously
Contact Mark
Local office(718) 967-2323Ask for Mark. (704) 733-3300Main office · Fort Mill, SC 30 Seguine AvenueStaten Island, NY 10309Office · Get directions Facebook pageLPL Financial
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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?
- 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 Mark’s local office at (718) 967-2323 or the LPL Financial main office at (704) 733-3300, and ask for Mark Coller.
How long has Mark been a financial advisor?
Mark has been in the industry since 1997, about 29 years. Top 18% by experience nationwide.
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?
LPL Financial 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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