# Mark Chemtob

> Mark Chemtob is a fee-only financial advisor at Chemistry Wealth Management, LLC. in New York, New York, who holds the CFP credential. Mark charges an ongoing planning fee and focuses on equity compensation, small business owners and family wealth transfer.

Page: https://find.wellspent.co/advisors/mark-chemtob/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Chemistry Wealth Management, LLC.
- **Based in:** New York, New York
- **Fee model:** Ongoing planning fee
- **Assets under management (firm):** $1.26B across 1,970 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Small business owners, Family wealth transfer, Retirement planning
- **CRD:** 3099258 (https://adviserinfo.sec.gov/individual/summary/3099258)
- **SEC registration:** Investment adviser representative in NY, TX
- **Exams passed:** Series 63 (1998)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://chemistrywealth.com

## Frequently asked questions

### Is Mark Chemtob a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Chemistry Wealth Management, LLC. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Mark charge for financial advice?

Mark charges an ongoing planning fee.

### Where is Mark Chemtob based?

Mark Chemtob is based in New York, New York.

### What does Mark specialize in?

Mark's specialties include equity compensation, small business owners, family wealth transfer and retirement planning.

### What credentials does Mark Chemtob hold?

Mark Chemtob holds the CFP credential.

### Is Mark Chemtob registered with the SEC?

Yes. Mark Chemtob is registered as an investment adviser representative in NY and TX (CRD 3099258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Chemistry Wealth Management, LLC. manage?

Chemistry Wealth Management, LLC. reports $1.26B across 1,970 accounts in assets under management.

### How do I contact Mark Chemtob?

Through Mark's website, chemistrywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3099258): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://chemistrywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.