Mark Eggleston has been an investment adviser representative at RiversEdge Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners. Mark Eggleston holds a B.S. in Financial Planning & Wealth Management and Operations Management from the University of Delaware.
Riversedge Advisors, LLC is a Wilmington, DE firm with $928M under management, 454 clients and 9 advisers across 2 offices, as of its July 2026 filing.
Mark Eggleston is Associate Wealth Advisor of RiversEdge Advisors. He delivers financial planning and advisory services and has 8 years of experience in the financial services industry, with prior experience at JPMorgan Chase Bank and myCIO Wealth Partners. His work includes managing client portfolios, financial planning and tax preparation.
Mark Eggleston’s longest registration was 5 years at Mycio Wealth Partners, LLC (2018–2024). Before joining RiversEdge Advisors in 2025, Mark Eggleston was registered through Mycio Wealth Partners, LLC.
- Riversedge AdvisorsCurrent– present · 1 yearWilmington, DE · Adviser representative · Firm CRD 298390
- Mycio Wealth Partners, LLC– · 5 yearsPhiladelphia, PA · Adviser representative · Firm CRD 134436
Professional designations
Listed by RiversEdge Advisors
- Certified Financial Planner (CFP®)
Investment adviser representative registrations
Mark Eggleston is registered as an investment adviser representative in Delaware, since April 2025.
- DelawareSince 27 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 November 2018 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mark Henry Eggleston
- CRD
- 7001355
- Firm
- RiversEdge Advisors · CRD 298390
- Office
- 600 N KING ST, SUITE 200, Wilmington, DE 19801
- Registration
- Investment adviser registration
- In the industry since
- August 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- riversedgeadvisors.com
Where does Mark Eggleston work?
Mark Eggleston is an investment adviser representative registered through Riversedge Advisors, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Mark Eggleston a financial advisor?
Yes. Mark Eggleston has a current investment-adviser registration in Delaware, through RiversEdge Advisors since April 2025.
How many years of experience does Mark Eggleston have?
Mark Eggleston has 7 years in the financial industry, since August 2019, across 2 adviser firms.
What exams has Mark Eggleston passed?
Mark Eggleston passed the Series 65 in November 2018.
Where did Mark Eggleston work before RiversEdge Advisors?
Before RiversEdge Advisors, Mark Eggleston was registered through Mycio Wealth Partners, LLC, November 2018 to August 2024.
Where is Mark Eggleston based?
Mark Eggleston’s registered office is in Wilmington, DE.
Is Mark Eggleston registered with FINRA?
No. Mark Eggleston has no current broker registration.
Is Mark Eggleston a CFP?
RiversEdge Advisors lists Mark Eggleston with the CFP credential (“Certified Financial Planner (CFP®)”) on its website. CFP Board confirms certification status.
Source: Mark Eggleston, CFP® biography, riversedgeadvisors.com
How can I verify Mark Eggleston’s record?
Search CRD 7001355 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Eggleston’s full registration record.
