About Me
Mark Kolta is professionally an SEC REGISTERED INVESTMENT ADVISOR from Miami Beach. He has owned and overseen all operations at The Kolta Group, LLC, in New York City since establishing the wealth management firm nearly nine years ago.
As head of The Kolta Group, LLC, Mark Kolta provides client-focused services designed to comfortably weather market fluctuations and deliver maximum returns. Starting his financial career in 2002 at age 18, Mark Kolta worked with Certified Funding in the area of mortgage lending.
Transitioning to Wall Street in 2007, Mr. Kolta was part of the Gain Capital team and provided online currency brokerage solutions. His superior negotiation skills earned him industry recognition, and at the same time he passed the FINRA Series 3 exam spanning commodities, options, and futures.
Gaining additional skills in technical and fundamental trading, Mr. Kolta next took a position with Merrill Lynch as a financial advisor, and helped the firm weather the 2008 global market crash. He also added qualifications such as Series 7 General Securities Representative and Series 66 Combined Uniform State Law. Growing assets under management to the $50 million range, Mark Kolta ultimately launched an independent firm while continuing to deliver consistent results.