Cambridge Investment Research Advisors
44yrs
Top advisor by experience in Uniontown
17yrs
Based in Uniontown, Ohio, Mark Muntean is a financial advisor with 17 years of industry experience. Mark joined Captrust in 2019, after nine years at Cornerstone Capital Advisors. Mark’s designations include CFA and CFP®.
At a glance
Experience17 years (since 2010)
How that compares ?More experience than 54% of advisors in Uniontown
Office1640 Corporate Woods Circle, Uniontown, OH 44685
FirmCaptrust
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$2.54 million
Advisors at the firm951
States licensed ?1 state
Services through Captrust
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2019 – nowCaptrustCurrent firm
- 2010 – 2019Cornerstone Capital AdvisorsPreviously
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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Captrust at (919) 870-6822 and ask for Mark Muntean. Mark works from the Uniontown, OH office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2010, about 17 years. More experience than 54% of advisors in Uniontown.
What licenses does Mark hold?
No exams are listed on the official record.
Is Mark a fiduciary?
Mark is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Mark paid?
Captrust reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, 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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