Who is Mark Sear (CRD#: 1305532)
Mark Sear is the partner of Evoke Advisors. Since 1993, Mark has worked as a financial counselor to rich families and institutional investors. Mark Sear began his career at Goldman, Sachs & Co. before joining Merrill Lynch five years later to assist in creating the Private Banking and Investment Group. Mark and his associates created Luminous Capital in 2008, which was bought by First Republic Bank in 2012. Mark was a Senior Managing Director of First Republic. Mark Sear has consistently been named one of the top 100 wealth advisors in the country by Barron’s and Forbes.
Mark Sear earned a BS in business from the University of the Pacific (UOP) and an MBA from Santa Clara University’s Leavy School of Business. He was an NCAA collegiate golfer at UOP and is a strong supporter of SCS Noonan Scholars, a charity that provides funding and assistance to intercity college-bound youngsters. Mark and his wife live in Manhattan Beach, and they have two grown children.
About FIRM: Evoke Advisors
The firm named Evoke Advisors says that their firm represents their unwavering commitment to their clients and was founded by a group of passionate, independent, entrepreneurial thinkers with decades of experience counseling ultra-high-net-worth individuals, families, and non-profit organizations.
According to Evoke Advisors- “We recognize the significance of proactive innovation and corporate transformation. We go above and beyond to find our clients unique alternatives for safeguarding and expanding their investable assets. We strive to provide superior service and performance in comparison to the industry as a whole.
Our structure is clear, adaptable, and innovative, and it allows for the careful management of conflicts of interest, which we believe are widespread in our business. We own our company and will continually invest in its evolution to support and reflect our clients’ demands.
We have assembled a talented team of professionals from several fields. These “thought leaders” provide new and unique investment concepts and ideas. We engage with a large network of smart investment businesses, both entrepreneurial and institutional, to assist in identifying and accessing specialized investment possibilities. Most importantly, we provide customers with an ethical, intellectual, and genuinely personal commitment and, as such, aim to gain their trust as true stewards of their wealth.”
What is SEC?
The Securities and Exchange Commission (SEC) in the United States is a federal government regulatory agency that works independently. Its main responsibility is to safeguard investors, ensure the securities markets operate fairly and orderly, and facilitate capital formation.
Mark Sear Disclosures: BrokerCheck, FINRA, And SEC Reports
Financial Advisors often take down their client disputes from FINRA’s Public database through Disclosure Expungement. Even law firms provide expungement services to FAs so that they can hide or remove their client disputes and maintain a clean record. So the lack of any disclosures on BrokerCheck doesn’t necessarily mean that the broker hasn’t had any disputes in the past.
FINRA’s BrokerCheck
individual_2385893.pdf (finra.org)
SEC Litigations & Forms
Source: Mark Sear – SEC Site Search Search Results
Mark Sear Lawsuits, Legal Battles, & Disputes
There might be more pending lawsuits against Mark Sear that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Mark Sear on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
Lawsuits On CourtListner.com
UniCourt
Lawsuits On UniCourt.com
Law.com
Lawsuits On Law.com
Law360.com
Lawsuits On Law360.com
Trellis.law
Lawsuits On Trellis.law
Justia
Lawsuits On Justia.com
5
Mark Sear Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Mark Sear using the websites down below:
Sonn Law Group
Complaints On SonnLaw.com
SEC.gov
Complaints On SEC.gov
White Law Group
Complaints On WhiteSecuritiesLaw
MDF Law
Complaints On MDF-Law.com
Israels & Neuman, PLC
Complaints On IsraelsNeuman.com
Klayman Toskes
Complaints On KlaymanToskes.com
You can contact the law firms mentioned above if you are facing issues with Mark Sear or any financial advisor.
6
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7
Better Alternatives To Mark Sear (By Experts):
These recommendations are based on the ratings of SmartAsset.com, the biggest financial advisor review platform on the internet.
You can check out the top 10 financial advisors in the U.S. to learn more.
Manages Assets Worth
- $714,587,898,072
Services
- Financial planning
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- Pension consulting
- Selection of other advisors
- Publication of periodicals
Visit CAPTRUST
Manages Assets Worth
- $173,418,270,044
Services
- Financial planning
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- Portfolio assessment
Visit Fisher Investments
Manages Assets Worth
- $46,803,858,104
Services
- Portfolio management
Visit GW&K Investment Management
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Mark Sear is the partner of Evoke Advisors. Since 1993, Mark has worked as a financial counselor to rich families and institutional investors.Edit Snippet
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Source: Tripp Taylor – SEC Site Search Search Results
Mark Sear Lawsuits, Legal Battles, & Disputes
There might be more pending lawsuits against Mark Sear that are not listed on these directories. Lawsuit files are often deleted from online directories. So if you cannot find any lawsuits against Mark Sear on these websites, you can contact the local authorities and check if they have a physical copy of any cases.
CourtListener
UniCourt
Law.com
Law360.com
Trellis.law
Justia
Mark Sear Complaints, Class Action Lawsuits & Legal Battles
The following websites/directories are the best sources for finding complaints, litigations, and disputes against finance advisors. You can find all the complaints against Mark Sear using the websites down below:
Sonn Law Group
SEC.gov
White Law Group
MDF Law
Israels & Neuman, PLC
Klayman Toskes
You can contact the law firms mentioned above if you are facing issues with Mark Sear or any financial advisor.
Frequently Asked Questions
Where is NAME located?
What are NAME’s qualifications
Is NAME facing any lawsuits?
Has NAME been charged by the SEC?
How do I contact NAME?
Does NAME have any disclosures?
Which Firm does NAME work with?
What is NAME’s CRD Number?
Better Alternatives To Mark Sear (By Experts):
Manages Assets Worth
- $714,587,898,072
Services
- Financial planning
- Portfolio management
- Pension consulting
- Selection of other advisors
- Publication of periodicals
Manages Assets Worth
- $173,418,270,044
Services
- Financial planning
- Portfolio management
- Portfolio assessment
Manages Assets Worth
- $46,803,858,104
Services
- Portfolio management
