Mark Oberlander

Employer firm

Madison Avenue Securities, LLC CRD 23224

$2.02B regulatory AUM 31 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2006 → 09/2022
  Metlife Securities Inc
  Somerset, NJ
• 11/2006 → 09/2022
  Metropolitan Life Insurance
  Somerset, NJ
• 03/2017 → 09/2022
  Mml Investors Services, Llc
  Charlotte, NC
• 09/2022 → Present
  Madison Avenue Securities
  San Diego, CA

Other Businesses

NAME: KILLAMEY'S PUB; INVESTMENT RELATED; NO; ADDRESS: 1644 WHITEHORSE MERCERVILLE RD, HAMILTON, NJ 08619: POSITION: BARTENDER: STATE DATE 2/11/2023: HOURS 15 A WEEK.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-23
• S63 Uniform Securities Agent State Law Examination
  2022-12-31
• S66 Uniform Combined State Law Examination
  2010-09-10