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Inactive

Mark Jeffrey Baniewicz

Corient

Ft. Lauderdale, FL

CRD 4760616

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Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

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

Current Employers
Corient

830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-18
TX RA APPROVED 2024-06-18
  • FL RA
    APPROVED
    Since 2024-07-18
  • TX RA
    APPROVED
    Since 2024-06-18

Branch Locations

200 East Las Olas Boulevard Suite 1550, Ft. Lauderdale, FL 33101 • 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
Socius Family Office, Llc Ft. Lauderdale FL 12/2007 08/2024
Corient Ft. Lauderdale FL 06/2024 Present
Corient Services Llc Miami FL 06/2024 Present
  • 12/2007 → 08/2024
    Socius Family Office, Llc
    Ft. Lauderdale, FL
  • 06/2024 → Present
    Corient
    Ft. Lauderdale, FL
  • 06/2024 → Present
    Corient Services Llc
    Miami, FL
Previous Registrations
  • 2008-01-17 → 2024-08-08
    Socius Family Office, Llc
    Fort Lauderdale, FL
  • 2006-05-16 → 2007-12-04
    Socius Family Office, Llc
    Weston, FL
    Weston, FL
    Boca Raton, FL
    Fort Lauderdale, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-09-08
  • S66 Uniform Combined State Law Examination
    2004-09-08
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

KOVACK ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
FIRST CITIZENS INVESTOR SERVICES, INC.

Nearby Investors

DARRIN ROBERT HALSEY
LINDELL G DOUGLAS
MELINDA CHERISE MEACHAM

Nearby Offices

KOVACK ADVISORS, INC. · FT. LAUDERDALE, FL
KOVACK ADVISORS, INC. · Fort Lauderdale, FL
KOVACK ADVISORS, INC. · Fort Lauderdal, FL

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