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Mark Terrence Finn

Vantage Consulting Group Inc

Virginia Beach , VA

CRD 1710971

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Employer firm

Vantage Consulting Group Inc CRD 105240

$246M regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • VCGI MAY ALSO PROVIDE ADVICE TO ENDOWMENTS, LTD PARTNERSHIPS, ADVICE/TRADING/ACCTG TO POOLED INVESTMENTS/AND SIGNAL STRATEGY

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

Current Employers
Vantage Consulting Group Inc

3500 Pacific Ave, Virginia Beach, VA 23451 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 1997-08-21
  • VA RA
    APPROVED
    Since 1997-08-21

Branch Locations

3500 Pacific Avenue, Virginia Beach , VA 23451 • 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
Vantage Consulting Group Inc Virginia Beach VA 08/1985 Present
Other Businesses

NAME AND ADDRESS OF BUSINESS: CITIBANK GLOBAL ASSET MANAGEMENT LANDMARK FUNDS CITIBANK, NA / CITICORP CENTER 153 EAST 53RD STREET - 21ST FLOOR NEW YORK, NY 10043 NATURE OF BUSINESS: MUTUAL FUNDS DEVELOPED EXCLUSIVELY FOR CITIBANK CLIENTS AND MADE AVAILABLE ONLY TO THEM. TITLE OR POSITION: TRUSTEE DESCRIPTION OF DUTIES: MEMBER OF BOARD OF TRUSTEES WHO OVERSEE AND RECOMMEND FUND POLICIES AMOUNT OF TIME DEVOTED TO THE BUSINESS/TRADING HOURS: 1 TO 2 DAYS PER QUARTER / ONE OF THE DAYS IS GENERALLY DURING TRADING HOURS

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