Morgan Stanley
43yrs
Top advisor by experience in Port Jefferson
28yrs
Brian Mark
Full name on record: Brian Christopher Mark
Financial advisor at St. James Investment Advisors
Brian Mark has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Port Jefferson, New York. After a year at Liberty St. James and 14 years at St. James Investment, Brian joined St. James Investment Advisors in 2016, a firm offering investment management and retirement plan consulting. The firm is paid through a percentage of assets.
One of 65 advisors with offices in Port Jefferson, and one of 54 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 22% by experience nationwide
Office414 Main Street Suite 205, Port Jefferson, NY 11777
How the firm is paid ?Percent of assets
Typical client at the firm ?$379,626
Advisors at the firm4
States licensed ?1 state
Services through St. James Investment Advisors
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingOther 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.
Series 65Uniform Investment Adviser Law Examination
Career
- 2016 – nowSt. James Investment Advisors, LLCCurrent firm
- Mar 2005 – Dec 2005Liberty St. JamesPreviously
- 2003 – 2016St. James Investment Company, LLCPreviously
Contact Brian
(631) 979-6520St. James Investment Advisors main office 414 Main Street Suite 205Port Jefferson, NY 11777Office · Get directions Firm websiteHTTPS://WWW.STJAMESIA.COM
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Brian
How do I contact Brian?
Call St. James Investment Advisors at (631) 979-6520 and ask for Brian Mark. Brian works from the Port Jefferson, NY office.
How long has Brian been a financial advisor?
Brian has been in the industry since 1999, about 28 years. Top 22% by experience nationwide.
What licenses does Brian hold?
Series 65. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
St. James Investment Advisors reports being paid by a percentage of the assets they manage. Ask Brian 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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