Stifel, Nicolaus & Company
43yrs
Top advisor by experience in Manchester Center
24yrs
Mark McCormack
Full name on record: Mark Patrick McCormack
Financial advisor at Cetera Investment Advisers
Mark McCormack has worked in the financial industry for 24 years and is a fiduciary financial advisor based in Manchester Center, Vermont. After six years at Voya Financial Advisors, Mark joined Cetera Investment Advisers in 2023, a firm offering financial planning, investment management, and retirement plan consulting. Mark holds the CFP® designation.
One of 16 advisors with offices in Manchester Center, and one of 13 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 70% of advisors nationwide
Office208 Bonnet Street, Manchester Center, VT 05255
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 66Uniform Combined State Law Examination
Career
- 2023 – nowCetera Investment Advisers LLCCurrent firm
- 2015 – 2021Voya Financial Advisors, Inc.Previously
Contact Mark
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Mark. 208 Bonnet StreetManchester Center, VT 05255Office · Get directions
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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
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 McCormack. Mark works from the Manchester Center, VT 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?
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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