# Mark E. Reich, CPA, CFP

> Mark E. Reich, CPA, CFP is a state-registered investment advisory firm in New York, NY, registered since 2004, with no regulatory assets under management reported in its Form ADV filing dated March 18, 2026.

- CRD: 129854
- Filed as: MARK E. REICH, CPA, CFP
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/129854
- AdvisorCensus page: https://advisorcensus.com/firm/mark-e-reich-cpa-cfp-new-york-ny-129854

## Quick answers

**How is Mark E. Reich, CPA, CFP compensated?**
On its Form ADV (Item 5.E, October 2026), Mark E. Reich, CPA, CFP reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Mark E. Reich, CPA, CFP located?**
Mark E. Reich, CPA, CFP's principal office is in New York, NY, according to its Form ADV.

**Is Mark E. Reich, CPA, CFP registered with the SEC or a state?**
Mark E. Reich, CPA, CFP is a state-registered investment advisory firm, registered since 2004. Status as filed: APPROVED. CRD 129854.

**Does Mark E. Reich, CPA, CFP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/129854

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2004 (22 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @mark-reich-1646a212a

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Mark E. Reich, CPA, CFP (CRD 129854): Form ADV filing data as of October 2026.