Mark Charles Swoboda

Employer firm

Mirador Capital Partners CRD 173764

$1.01B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2023 → Present
  Mirador Capital Partners
  Pleasanton, CA
• 11/2021 → 03/2023
  Okta, Inc.
  San Francisco, CA
• 10/2015 → 11/2021
  Autodesk, Inc.
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-20