Mark McComsey has held the title Member at Illumine Investment Management since November 2020, is a control person of the firm and directly owns between 50% and 75% of it. Mark McComsey holds a Bachelor of Arts in Political Science from the University of Southern California.
Illumine Investment Management, LLC is a Poulsbo, WA firm with $215M under management, 90 clients and 5 advisers across 4 offices, as of its February 2026 filing.
Mark McComsey is Chief Executive Officer & Chief Investment Officer of Illumine Investment Management, LLC. Before co-founding the firm, he was Co-Founder and Managing Director of McComsey Asset Management, where he served as its Chief Investment Officer. He began his finance career at Merrill Lynch as an investment adviser.
Mark McComsey’s longest registration was 8 years at McComsey Asset Management, LLC (2006–2014). Before joining Illumine Investment Management in 2021, Mark McComsey was registered through CS Planning Corp and Beverly Hills Wealth Management, LLC.
- – present · 5 yearsHayden, ID · Adviser representative · Firm CRD 311661
- CS Planning Corp– · 5 yearsBainbridge Island, WA · Adviser representative · Firm CRD 149937
- Beverly Hills Wealth Management, LLC– · 2 yearsBeverly Hills, CA · Adviser representative · Firm CRD 152031
- McComsey Asset Management, LLC– · 8 yearsLos Angeles, CA · Adviser representative · Firm CRD 138223
- Morgan Stanley– · 6 yearsBeverly HLS, CA · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Mark McComsey is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2021; the most recent is Idaho, in February 2024.
- IdahoSince 1 February 2024
- TexasResidentSince 17 February 2022
- WashingtonSince 9 February 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 23 September 1994 |
| Series 65 | Uniform Investment Adviser Law Examination | 22 September 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 September 1994 |
| Series 7 | General Securities Representative Examination | 6 September 1994 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Edward McComsey
- CRD
- 2518224
- Firm
- Illumine Investment Management · CRD 311661
- Role
- Member
- Office
- Hayden, ID
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- illumineinvest.com
Where does Mark McComsey work?
Mark McComsey has held the title Member at Illumine Investment Management, LLC since November 2020, and is a control person of the firm.
Is Mark McComsey a financial advisor?
Yes. Mark McComsey has a current investment-adviser registration in Idaho, Texas and Washington, through Illumine Investment Management since February 2021.
How many years of experience does Mark McComsey have?
Mark McComsey has 26 years in the financial industry, since November 1999, across 5 adviser firms.
What exams has Mark McComsey passed?
Mark McComsey has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 31. The earliest, the Series 7, was passed in September 1994.
Where did Mark McComsey work before Illumine Investment Management?
Before Illumine Investment Management, Mark McComsey was registered through Beverly Hills Wealth Management, LLC, September 2013 to April 2016; McComsey Asset Management, LLC, January 2006 to March 2014; Morgan Stanley, November 1999 to January 2006.
Where is Mark McComsey based?
Mark McComsey’s registered office is in Hayden, ID.
Is Mark McComsey registered with FINRA?
No. Mark McComsey has no current broker registration.
How can I verify Mark McComsey’s record?
Search CRD 2518224 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark McComsey’s full registration record.