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Mark Purcell

Certuity, LLC

North Palm Beach, FL

CRD 7397446

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Employer firm

Certuity, LLC CRD 129505

$3.30B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Certuity, Llc

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

1295 Us Highway One Third Floor, North Palm Beach, FL 33408 • 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
The Boathouse Edgartown MA 06/2013 08/2017
Vineyard Golf Club Edgartown MA 06/2013 08/2017
We Are Unlimited Chicago IL 06/2018 08/2018
C-Space Boston MA 06/2019 08/2019
Syracuse University Syracuse NY 08/2016 10/2020
Camden Capital, Llc North Palm Beach FL 10/2020 Present
  • 06/2013 → 08/2017
    The Boathouse
    Edgartown, MA
  • 06/2013 → 08/2017
    Vineyard Golf Club
    Edgartown, MA
  • 06/2018 → 08/2018
    We Are Unlimited
    Chicago, IL
  • 06/2019 → 08/2019
    C-Space
    Boston, MA
  • 08/2016 → 10/2020
    Syracuse University
    Syracuse, NY
  • 10/2020 → Present
    Camden Capital, Llc
    North Palm Beach, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-23
  • S65 Uniform Investment Adviser Law Examination
    2021-06-23

View on SEC IAPD

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