Mark Patrick Mccormack

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2015 → 06/2021
  Voya Financial Advisors
  Worcester, MA
• 06/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2025 → Present
  Archstone Financial Partners, Llc
  Worcester, MA

Previous Registrations

• 2015-05-04 → 2021-06-09
  Voya Financial Advisors, Inc.
  Braintree, MA
  Windsor, CT
  Worcester, MA
  Malden, MA
  Windsor, CT

Other Businesses

1. NAME OF ENTITY:Archstone Financial; Yes; 332 GROVE ST; WORCESTER; MA; 1605; Financial Services/DBA; Financial Adviser; 5/1/2015; 160; 160; Sale of fixed insurance, securities, and investment products. 2. NAME OF ENTITY: INDEPENDENT INSURANCE AGENT; Yes; 324 GROVE ST; WORCESTER; MA; 01605; FIXED INSURANCE SALES; INDEPENDENT INSURANCE AGENT; 5/1/2015; 5; 5; SALES OF FIXED INSURANCE PRODUCTS 3. NAME OF OTHER BUSINESS: ARCHSTONE FINANCIAL PARTNERS, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 02/2025, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2002-10-01

Designations

• Certified Financial Planner