Osaic Wealth
42yrs
Top advisor by experience in Tarrytown
24yrs
Mark Abraham
Full name on record: Mark Eugene Abraham
Financial advisor at Cambridge Investment Research Advisors
Based in Tarrytown, New York, Mark Abraham is a fiduciary financial advisor with 24 years of industry experience. Mark has been with Cambridge Investment Research Advisors since 2023; before that, Mark spent nine years at Arbor Point Advisors and four years at WRP Investments. Mark holds the CFP® designation.
One of 109 advisors with offices in Tarrytown, and one of 87 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
OfficeTarrytown, NY
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?1 state
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational 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 66Uniform Combined State Law Examination
Career
- 2023 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2014 – 2023Arbor Point AdvisorsPreviously
- 2010 – 2014WRP Investments, Inc.Previously
- 2002 – 2010Ameriprise Financial Services, LLCPreviously
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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About Mark
How do I contact Mark?
Call Cambridge Investment Research Advisors at 641-472-5100 and ask for Mark Abraham. Mark works from the Tarrytown, NY office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2002, about 24 years. More experience than 70% of advisors nationwide.
What licenses does Mark hold?
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?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other 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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