Mark Gilbert Berkman
Financial advisor at Osaic Wealth, Inc. · Mill Valley, CA
Last updated 2026-10-10
Claim your profileMark Gilbert Berkman is a financial advisor at Osaic Wealth, Inc. in Mill Valley, CA, CRD 3131372. Licenses and exams on the registration: Series 65, Series 63. IAPD registration began 2016-11-29.
Registration
- CRD number
- 3131372
- Registration status
- Active
- IAPD registration
- 2016-11-29
- Industry Experience
- 9 years
- Work Experience
- 36 years
- States registered
- CA
Licenses and exams
- Series 65
- Series 63
Work history
- 1990-03 to Present · Mark G Berkman Cpa · San Francisco, CA
- 2023-11 to 2025-01 · Lincoln Financial Advisors · Mill Valley, CA
- 2025-01 to Present · Osaic Wealth, Inc. · Mill Valley, CA
Current employment
- Osaic Wealth, Inc. · Scottsdale, AZ
Osaic Wealth, Inc.
- Regulatory AUM
- $234,858,518,740
- Registered advisors
- 8,060
- Offices
- 4,720
- Clients per advisor
- 71.4 (Moderate)
- Average AUM per client
- $408.1K (Low)
- High-net-worth client ratio
- 9.6% (Low)
Osaic Wealth, Inc.: advisors, services and reported ETF investments
About
Mark Gilbert Berkman is a financial advisor at Osaic Wealth, Inc. in Mill Valley, CA. Reported securities licenses include Series 65 and Series 63. The latest record indicates 9 years of industry experience and 36 years of reported work history. Reported roles include Mark G Berkman Cpa, Lincoln Financial Advisors.
SEC disclosures list additional business and community activities: 1: Mark g; Berkman co.
Osaic Wealth, Inc.'s firm-level Form ADV reports 8,060 advisors across 4,720 offices; approximately 71.4 clients per advisor, average assets per client of $408,086, and regulatory AUM of $234.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Osaic Wealth, Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
591 Redwood Highway Frontage Road, Mill Valley, CA 94941
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
Are you Mark Gilbert Berkman?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.