VESTMARK ADVISORY SOLUTIONS INC
Form 13-F
JERSEY CITY, NEW JERSEY
CIK 0001736982
· CRD 221518
· SEC-registered investment adviser
Consolidated report · includes
5 managers
since Q2 2022
Latest 13-F Securities Value: 10.6B
Source: Form ADV filed 2026-03-30
Reports holdings for
- NewEdge Advisors LLC · File #028-16626 · since Q1 2025 · declared by one filing
- Pensionmark Financial Group LLC · File #028-19391 · since Q1 2025 · declared by one filing
- ARK Investment Management LLC · File #028-17768 · since Q1 2024 · declared by one filing
- Mount Yale Investment Advisors LLC · File #028-18840 · since Q3 2025 · declared by one filing
- NewEdge Wealth LLC · File #028-21205 · since Q2 2022 · declared by one filing
- PUTNAM INVESTMENT MANAGEMENT LLC · File #028-00090 · Q2 2023 – Q2 2024 · declared by one filing
- UBS Group AG · File #028-16612 · Q2 2021 – Q2 2024 · declared by one filing
- Janney Montgomery Scott LLC · File #028-11413 · Q3 2019 – Q2 2023 · declared by one filing
- New Edge Wealth (formally Mid Atlantic Capital) (not a 13F filer in our records) · Q1 2021 – Q1 2022 · declared by one filing
- Moloney Securities Asset Management LLC · File #028-17870 · Q3 2019 – Q1 2020 · declared by one filing
Key People
Form ADV owners & control persons
David Bransford Blundin
SHAREHOLDER, SERIES1 SHARES
Denise Marie Adamczyk
CHIEF COMPLIANCE OFFICER
Robert Guido Battista
SENIOR VICE PRESIDENT/MANAGING DIRECTOR
Sorry, there are no records for this investment manager