Mark Samel
Choice Asset Management · Lakewood, New Jersey
Mark Samel is a fee-only financial advisor at Choice Asset Management in Lakewood, New Jersey, who holds the CFP credential. Choice Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Choice Asset Management |
|---|---|
| Based in | Lakewood, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $55.6M across 59 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY · CRD 4677574 |
| Firm size | 2 employees |
| Disclosures | None reported |
How Mark's firm compares
- Choice Asset Management's average account is about $943,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Mark
Is Mark Samel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Choice Asset Management 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's firm, Choice Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Samel based?
Mark Samel is based in Lakewood, New Jersey.
What credentials does Mark Samel hold?
Mark Samel holds the CFP credential.
Is Mark Samel registered with the SEC?
Yes. Mark Samel is registered as an investment adviser representative in NJ and NY (CRD 4677574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Choice Asset Management manage?
Choice Asset Management reports $55.6M across 59 accounts in assets under management.
How do I contact Mark Samel?
Contact details aren't on file yet. Search for Choice Asset Management.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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
- 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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