Mark A. Cirelli, CFP^®

MBA, CPA, PFS,

Prresident

North Shore Wealth Management Advisors, Inc.

One World Trade Center, 85th Floor
New York, NY 10007

FINANCIAL ADVISOR'S WEBSITE

http://www.nsadvisors.com/

(212) 877-8700 CONNECT WITH Mark

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

We offer fee based comprehensive planning and investment management services as well as traditional brokerage services.

Minimums

HOUSEHOLD INCOME MINIMUM

$200,000

Investable Asset Minimum

$500,000

General

Mark Cirelli is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at North Shore Wealth Management Advisors, Inc. in New York, NY and the surrounding communities.

Financial Advisor Overview

OUR TEAM Our associates, professional resource partners, money managers, products and product vendors are all carefully screened, utilized, and monitored with your needs and best interests in mind. We are dedicated to providing comprehensive advice with professionalism and integrity as our primary goal. We believe in developing long lasting multi generational relationships with our clients. We diligently work to help you assess your financial goals, participate in the management of your finances, and help you achieve long term success both financially and in all your lifetime goals and aspirations. We employ a disciplined ongoing four step wealth management process that begins with understanding your unique financial situation, developing a comprehensive strategy and investment plan to address your situation, implementing the plan, and continually reviewing and monitoring your customized plan. We use sophisticated and up to date research and planning tools to help aid us in making sound decisions that affect your finances. One of the benefits of working with us is our ability to provide clear, easily understood advice and explanations of complex financial situations, investment and tax strategies, financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future. We're looking forward to using our expertise to help you pursue your financial goals.

Financial Advisor Experience

MARK A. CIRELLI, MBA, CPA, PFS, CFP® Your financial advisory team is led by Mark A. Cirelli, the founder and President of North Shore Wealth Management Advisors, Inc. Mark has extensive experience working with high net worth individuals and business clients. Mark began his career in 1991 as a practicing CPA and since 2000 has specialized in providing comprehensive financial advisory and wealth management services. Mark worked with Merrill Lynch as an AVP Senior Financial Advisor for nearly a decade prior to forming North Shore Wealth Management Advisors. In addition to Mark's many years of professional experience, Mark holds several advanced credentials in addition to his CPA license. Mark holds the PFS designation, awarded to CPAs by the AICPA to candidates who meet specific, rigorous, ongoing requirements for designation as a Personal Financial Specialist. Mark also holds the CFP® designation, awarded by the Certified Financial Planner Board to candidates who have met rigorous education, examination, and ethics requirements. In addition to extensive practical experience, Mark has also completed many specialized courses including but not limited to: asset management, use of trusts, and planning for clients with special needs and disabilities. Throughout his career, Mark has lectured for the New York State Society of Certified Public Accountants on various technical topics including financial planning and advanced investment strategies for high net worth individuals; in addition, he has written articles published in The CPA Journal and CPA Society chapter newsletters. Mark is a graduate of Chaminade High School in Mineola, New York, has a BBA in Accounting from Hofstra University and earned his MBA at The University of Chicago Booth School of Business. Mark holds the Series 7 and 66 securities licenses as well as the Series 24 Registered Principal license. Mark is insurance licensed in New York State, Florida, and Texas. Mark resides in St. James, New York since 1997 with his wife and their two dogs, where together they raised their four children.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 66

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
Other - MBA

Insurance Licenses

Life insurance: NY, FL, TX
Health/disability insurance: NY, FL, TX
Fixed annuities: NY, FL, TX
Variable annuities: NY, FL, TX

Broker-Dealer Affiliation

American Portfolios Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through American Portfolios Financial Services, Inc ("APFS"), Member FINRA / SIPC Investment advisory services offered through American Portfolios Advisors, Inc. ("APA"), an SEC Registered Investment Advisor. North Shore Wealth Management Advisors, Inc. is not affiliated with APFS and APA.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Startup, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances