Marie Elizabeth Stark

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 11/2022
  Stark And Basila Cpas Pc
  Cohoes, NY
• 09/2016 → 10/2020
  Purshe Kaplan Sterling Investments
  Albany, NY
• 09/2016 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 12/2022 → Present
  Stark & D'APrile Cpas Pc
  Cohoes, NY
• 01/2021 → Present
  Forum Financial Management, Lp
  Lombard, IL

Other Businesses

1) Stark & D'Aprile CPAs PC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Accounting and tax services; President and Certified Public Accountant; 06/1986; 65 hours/month devoted; 65 hours during securities trading hours; Accounting and tax services. 2) Sole Proprietor; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Insurance sales; Insurance agent; 8/2000; 2 hours/month devoted; 2 hours during securities trading hours; Insurance sales. 3) 132 Mohawk Street LLC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Real estate; Member; 6/2000; 5 hours/month devoted; 5 hours during securities trading hours; Collect rent and manage property. 4) F.A.M. LLC; Not investment related; 1900 S. Highland Ave. Suite 100 Lombard, IL 60148; General Partner to Forum Financial Management, LP; Member; 01/2021; Less than 5 hours per month; Less than 5 hours during securities trading hours; provide certain management services pursuant to Forum Financial Management, LP as part of a service agreement.

Exams

• S66 Uniform Combined State Law Examination
  1999-12-08

Other Names

• Marie Bisognano