Mark Chemtob
Chemistry Wealth Management, LLC. · New York, New York
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.
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Specialties
Facts
| Firm | Chemistry Wealth Management, LLC. |
|---|---|
| Based in | New York, New York |
| Fee model | Ongoing planning fee |
| Assets under management | $1.26B across 1,970 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 3099258 |
| Exams passed | Series 63 (1998) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | chemistrywealth.com |
| Profile |
How Mark's firm compares
- Chemistry Wealth Management, LLC.'s average account is about $642,000, from its Form ADV (assets managed divided by 1,970 accounts).
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Questions about Mark
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Chemistry Wealth Management, LLC. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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