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Mark Patrick Farrelly

Cairn Investment Group

Vancouver, WA

Bluffton, SC

CRD 4457364

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Employer firm

Cairn Investment Group CRD 143601

$385M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

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

Current Employers
Cairn Investment Group

500 Broadway Street Suite 480, Vancouver, WA 98660 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-04-15
CA RA APPROVED 2021-03-02
OR RA APPROVED 2021-03-02
WA RA APPROVED 2021-03-02
  • SC RA
    APPROVED
    Since 2025-04-15
  • CA RA
    APPROVED
    Since 2021-03-02
  • OR RA
    APPROVED
    Since 2021-03-02
  • WA RA
    APPROVED
    Since 2021-03-02

Branch Locations

500 Broadway Street Suite 480, Vancouver, WA 98660 • United States

Bluffton, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newfocus Financial Group, Llc San Mateo CA 08/2011 01/2021
Ep Wealth Advisors Torrance CA 01/2021 Present
Cairn Investment Group, Inc. Portland OR 03/2021 Present
  • 08/2011 → 01/2021
    Newfocus Financial Group, Llc
    San Mateo, CA
  • 01/2021 → Present
    Ep Wealth Advisors
    Torrance, CA
  • 03/2021 → Present
    Cairn Investment Group, Inc.
    Portland, OR
Previous Registrations
  • 2021-02-09 → 2021-03-30
    Ep Wealth Advisors
    Torrance, CA
    San Mateo, CA
  • 2011-08-15 → 2021-02-23
    Newfocus Financial Group, Llc
    San Mateo, CA
  • 2004-01-14 → 2011-07-22
    Strategic Advisers Llc
    Palo Alto, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-01-08
S63 Uniform Securities Agent State Law Examination 2002-01-07
  • S66 Uniform Combined State Law Examination
    2004-01-08
  • S63 Uniform Securities Agent State Law Examination
    2002-01-07
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Mark P Farrelly

View on SEC IAPD

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Nearby Investors

DARREN CLARK BLANCHARD
JASON P BLANCHARD
Ethan Thomas Blanchard

Nearby Offices

OSAIC WEALTH, INC. · Vancouver, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · VANCOUVER, WA
OSAIC WEALTH, INC. · VANCOUVER, WA

More in Vancouver, WA

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