top of page

 Mark E. Schrader
Sr. Financial Advisor

425 Broadhollow Road Suite 325
Melville, NY 11747

Phone:

(631) 881-0750

Fax:

(631) 784-7894

E-mail:

  • Linkedin

Arete Wealth Management

Man with gray hair and dark suit

Financial Advisor, Mark Schrader has over 30 years of experience advising individuals on achievment of their financial goals. He has a particular affininty for designing programs for the distribution phase of retiretement. Creating personal pension programs to help fill or supplement the gap caused by the disappearance of traditional company pensions and to maximize the benefit of IRA and 401k plans.

​

Mark earned his bachelor's degree at St. John's University where he was one of three nominees for the  Gold Key award in economics and finance. Prior to joining Arete Wealth Managemnet,  Mark worked for other major financial institutions such as, Oppenheimer & Co Inc, Chase Investment Services and Citigroup/Smith Barney. He currently holds the general securities Representative License (Series 7), the Uniform Investment Advisor Law Exam (Series 65) and the National Commodities and Futures Exam (Series 3). He is also licensed as an agent for Life and Health insurance as well as annuities in the states of New Jersey, New York and Pennsylvania.

​

If you have a question regarding investments be it conceptual or a specific stock,bond or mutual fund Mark has accumulated the knowledge to find answers. E-mail your questions to mschrader@fincadia.com or request an appointment to help address your personal concerns.

​

Through this site you can learn of the depth and quality of financial services Mark and Arete Wealth Management can provide. To have a program specifically tailored to your situation contact Mark at above numbers or addresses. He will provide you with recommendations to help you work towards your financial well being.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck