Mark Hideriotis has been Managing Member and CCO of Financial Management Associates since July 2023, is a control person of the firm and directly owns 75% or more of it. Mark Hideriotis holds a Bachelor of Science Degree in Management Information Systems with a concentration in Japanese from Babson College.
Financial Management Associates, LLC is a Windham, NH firm with $136M under management, 343 clients and 1 adviser in one office, as of its September 2026 filing.
Mark J. Hideriotis is Managing Director of Financial Management Associates. He is a financial advisor with over 25 years of experience in the financial services and consulting industries. He guides clients through retirement planning, estate planning, investment management, tax strategies, and protection planning, including life insurance and long-term care planning. He has led seminars on financial literacy for New England college and university medical programs.
Mark Hideriotis’ longest registration was 4 years at Cambridge Investment Research Advisors, Inc. (2019–2023). Before joining Financial Management Associates in 2023, Mark Hideriotis was registered through Cambridge Investment Research Advisors, Inc.
- – present · 3 yearsWindham, NH · Adviser representative · Firm CRD 327502
- Cambridge Investment Research Advisors, Inc.– · 4 yearsBoxborough, MA · Adviser representative · Firm CRD 134139
Professional designations
Listed by Financial Management Associates
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Mark Hideriotis is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from September 2023; the most recent is Texas, in April 2026.
- MassachusettsSince 26 October 2023
- New HampshireSince 22 September 2023
- TexasResidentSince 1 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 April 2019 |
| Series 7TO | General Securities Representative Examination | 29 March 2019 |
| SIE | Securities Industry Essentials Examination | 1 February 2019 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Mark James Hideriotis
- CRD
- 7046180
- Firm
- Financial Management Associates · CRD 327502
- Role
- Managing Member and CCO
- Office
- 55 ENTERPRISE DRIVE, Windham, NH 03087
- Registration
- Investment adviser registration
- In the industry since
- May 2019
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fmallc.com
Where does Mark Hideriotis work?
Mark Hideriotis has been Managing Member and CCO of Financial Management Associates, LLC since July 2023, and is a control person of the firm.
Is Mark Hideriotis a financial advisor?
Yes. Mark Hideriotis has a current investment-adviser registration in Massachusetts, New Hampshire and Texas, through Financial Management Associates since September 2023.
How many years of experience does Mark Hideriotis have?
Mark Hideriotis has 7 years in the financial industry, since May 2019, across 2 adviser firms.
What exams has Mark Hideriotis passed?
Mark Hideriotis has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2019.
Where did Mark Hideriotis work before Financial Management Associates?
Before Financial Management Associates, Mark Hideriotis was registered through Cambridge Investment Research Advisors, Inc., May 2019 to July 2023.
Where is Mark Hideriotis based?
Mark Hideriotis’ registered office is in Windham, NH.
Is Mark Hideriotis registered with FINRA?
No. Mark Hideriotis has no current broker registration.
How can I verify Mark Hideriotis’ record?
Search CRD 7046180 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Hideriotis’ full registration record.