Mark Harris Schlossenberg

Employer firm

Foundations Investment Advisors LLC CRD 175083

$10.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2014 → 12/2017
  Potomac Wealth Advisors, Llc
  Rockville, MD
• 02/2022 → 09/2024
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2022 → 09/2024
  Freedom Financial Advisors Of Maryland
  Bethesda, MD
• 08/2021 → 09/2024
  Re/Max Town Center
  Potomac, MD
• 06/2018 → 05/2021
  Westex Group, Inc.
  Rockville, MD
• 01/2018 → 12/2021
  Mark Schlossenberg
  Germantown, MD
• 10/2024 → Present
  Foundations Investment Advisors
  Phoenix, AZ

Previous Registrations

• 2022-02-08 → 2024-09-30
  Ae Wealth Management, Llc
  Bethesda, MD

Other Businesses

BOARD MEMBER AT SHORESH INC; NOT INVESTMENT RELATED; 3723 OLD COURT RD, STE 206 BALTIMORE, MD 21208; BULDING POSITIVE JEWISH IDENTITY AMONG CHILDREN AND THEIR FAMILIES; BOARD MEMBER; 1/15/2024; 10HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; SHORESH BULIDS POSITIVE JEWISH IDENTITY AMONG CHILDREN AND THEIR FAMILIES, REGARDLESS OF PRIOR JEWISH KNOWLEDGE, AFFILIATION OR OBSERVANCE, THROUGH A VARIETY OF EDUCATIONAL, RECREATIONAL AND EXPERIMENTAL OPPORTUNTIES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-30
• S63 Uniform Securities Agent State Law Examination
  2013-02-26