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Mark Alan Elko

Advisor at Sanctuary Advisors, LLC — Amityville, NY

Updated today

Credentials

Series 66, Series 63

Experience

36 years

Location

Amityville, NY

Sanctuary Advisors, LLC logo

Sanctuary Advisors, LLC

Enterprise

Total advisors

403

Across 128 offices

Clients per advisor

47 Low

Avg AUM per client

$1,618,113 Very High

HNW client ratio

23% Typical

About

Mark Elko is a financial advisor with Sanctuary Advisors, LLC and holds Series 66 and Series 63 licenses. He has 36 years of industry experience, including prior roles at HSBC Bank USA, N.A., Pruco Securities, LLC, and The Prudential Insurance Company of America. Sanctuary Advisors, LLC serves a diverse client base that includes individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, retirement plan consulting, and access to various managed account platforms, combining multiple analytical approaches and operating as a fiduciary where applicable.

Client services

Based on Sanctuary Advisors, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Sanctuary Advisors, LLC

Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting General retirement planning

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Fee options

Fixed

Fixed fees for financial planning services, negotiated individually.

Percentage

$10,000 - $49,999: 2.75% $50,000 - $99,999: 2.75% $100,000 - $249,999: 2.75% $250,000+: 2.75%

Project-based

Hourly or fixed fees for financial planning services, negotiated individually.

Performance-based

May charge performance-based fees for Qualified Institutional Buyer clients with at least $100 million in securities.

Location

See office

Amityville, NY

Amityville NY

Advisors at this office

1

Most active in

New York · Texas

Work history

36 years of industry experience

Sanctuary Advisors LLC

2026 - Present • 1 year

Indianapolis, IN

Sanctuary Securities, Inc.

2024 - Present • 2 years

Indianapolis, IN

Finra

2022 - 2024 • 2 years

Rockville, MD

Pruco Securities, LLC

2022 - 2022 • 1 year

Massapequa, NY

The Prudential Insurance Company of America

2022 - 2022 • 1 year

Massapequa, NY

Unemployed

2019 - 2022 • 3 years

Oceanside, NY

HSBC Bank USA, N.A.

2016 - 2019 • 3 years

New York, NY

J.P. Morgan Securities Inc.

2006 - 2007 • 1 year

New York, NY

Chase Investment Services Corp.

1996 - 2006 • 10 years

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Kadri A

Series 65

Farmingdale, NY

Connective Wealth Partners, LLC

Kadri Augustin is a Series 65-licensed advisor with two years of industry experience, currently serving at Connective Wealth Partners, LLC. Prior to joining Connective Wealth Partners in 2025, Kadri worked at FG Advisory Services, LLC and The Financial Gym, Inc., among other roles. Kadri maintains a temporary dual registration with FG Advisory Services, LLC during the transition to Connective Wealth Partners. Connective Wealth Partners is an SEC-registered advisory firm that provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm’s investment approach is based on fundamental analysis with a long-term orientation, offering diversified portfolios that include ETFs, equities, bonds, mutual funds, and alternative investments.

Private / alternative investments
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Jason H

Series 66

Hauppauge, NY

Oppenheimer

Jason Huang is a financial advisor at Oppenheimer with six years of industry experience. He holds a Series 66 designation and has worked at Oppenheimer since 2019. Prior to that, he was employed at Northwestern Mutual Life Insurance Company and Premier Financial Alliance. Huang serves as board treasurer for Asian American Dream, Inc., a nonprofit organization. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, pooled investment vehicles, and IRAs. The firm offers a wide range of programs and advisory services, including discretionary and non-discretionary portfolio management, strategic asset allocation, and retirement consulting.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Wealth management Executive Founder/Business Owner
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Paul B

Series 63, Series 65, Series 66

Melville, NY

BIGGIN, INC.

Paul Biggin is the sole advisor at BIGGIN, INC., an independent firm based in Melville, NY. He holds Series 63, Series 65, and Series 66 designations and has four years of industry experience. He has been with BIGGIN, INC. since 2012. BIGGIN, INC. provides personalized investment management primarily to individual clients, including high-net-worth individuals, using both discretionary and non-discretionary portfolio management. The firm employs fundamental, technical, and cyclical analysis and utilizes a variety of strategies, including option writing, while coordinating with clients’ outside professionals as needed.

Options & derivatives strategies
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Michael R

Series 66

Melville, NY

Mountain Creek Capital, LLC

Michael Reidlinger is a financial advisor at Mountain Creek Capital, LLC with 13 years of industry experience. He has held the Series 66 designation and previously worked at Axa Advisors, LLC from 2010 to 2018 before founding Mountain Creek Capital in 2018. Mountain Creek Capital provides discretionary investment management and financial planning services to a diverse client base, including individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, and economic analysis to tailor portfolios, incorporating equities, bonds, mutual funds, limited partnerships, and options strategies, with integrated risk management and regular account reviews.

Options & derivatives strategies Concentrated stock management
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Jonathan F

Series 63, Series 66, Series 65

Garden City, NY

Fischer Advisors LLC

Jonathan Fischer is the principal advisor at Fischer Advisors LLC with 10 years of industry experience. He previously worked at Credit Suisse and S3 Partners before founding his independent firm in 2024. Fischer Advisors LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients, utilizing a combination of long- and short-term trading strategies along with access to private placements and venture capital opportunities. The firm employs an Investment Policy Statement tailored to client objectives and risk tolerance and manages all assets on a discretionary basis.

Wealth management College savings (529s, UTMA, etc.)
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Siegfried H

Series 65

Albertson, NY

HF Advisory Services, LLC

Siegfried Huhn is the principal of HF Advisory Services, LLC, an independent advisory firm. He holds a Series 65 designation and has four years of industry experience, while operating HF Advisory Services since 1999. In addition to providing investment advice, he is a Certified Public Accountant offering tax preparation and accounting services. HF Advisory Services provides investment advisory services to individual and corporate clients, including pension plans, managing accounts on both a discretionary and non-discretionary basis. The firm employs a bottoms-up security selection process, utilizing mutual funds, fixed income securities, and individual equities, and offers clients flexibility in portfolio allocation.

Active portfolio management
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