Mark Gilbert Berkman

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 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

• 03/1990 → Present
  Mark G Berkman Cpa
  San Francisco, CA
• 11/2023 → 01/2025
  Lincoln Financial Advisors
  Mill Valley, CA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Mill Valley, CA

Previous Registrations

• 2024-01-30 → 2025-01-24
  Osaic Fa, Inc.
  San Francisco, CA
  San Ramon, CA
  Mill Valley, CA
  San Ramon, CA
• 2016-11-29 → 2018-04-19
  Wipfli Financial Advisors, Llc
  San Francisco, CA

Other Businesses

1. MARK G. BERKMAN CO. 591 REDWOOD HIGHWAY FRONTAGE ROAD, #5280 MILL VALLEY, CA CATEGORY: CPA INVESTMENT-RELATED: NO TITLE: GENERAL PARTNER DUTIES: PROVIDE CPA PROFESSIONAL SERVICES START DATE: 7/1990 HOURS PER MONTH: 175 HOURS PER MONTH DURING TRADING HOURS: 175 2. MARK G. BERKMAN & COMPANY POSITION: Partner - General NATURE: Public accounting practice (CPA) INVESTMENT RELATED: No NUMBER OF HOURS: 175 SECURITIES TRADING HOURS: 175 START DATE: 07/01/1990 ADDRESS: 591 Redwood Highway, Suite 5280, Mill Valley CA 94941, United States DESCRIPTION: Provide CPA professional accounting and tax services.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-01-27
• S65 Uniform Investment Adviser Law Examination
  2022-02-18

Other Names

• Mark Gilbert Berkman