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Mark Andraos

Mark Andraos — Bitcoin & Digital Asset Financial Advisor

Partner

CBDA℠CFA®CFP®
Ramsey, NJ

About Mark Andraos

Mark Andraos is a trusted Bitcoin and digital asset financial advisor serving clients in Ramsey, NJ. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Mark helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.

Mark Andraos is a Partner at Regency Wealth Management, where he has been instrumental since joining the firm in 2019. With over twelve years of experience in private wealth management, Mark specializes in investment research, manager due diligence, portfolio construction, and trading operations. His expertise allows him to provide clients with tailored financial strategies that align with their unique goals.

Before his tenure at Regency, Mark made significant contributions to a regional asset management firm in New Jersey, where he developed an outsourced Chief Investment Officer (CIO) platform that was adopted by six advisors nationally, resulting in $200 million in assets under management. His diverse background also encompasses roles in investment research, financial planning, and investment due diligence at various registered investment advisory firms across New Jersey.

Mark graduated with honors from Rutgers Business School in New Brunswick, NJ, in 2012. He earned the CERTIFIED FINANCIAL PLANNER™ designation in 2015 and achieved the Chartered Financial Analyst (CFA) professional designation in 2019. In addition to his professional accomplishments, he actively contributes to the financial community as the Treasurer of the Board of Trustees for the Rutgers Business School Alumni Association and previously served as a Trustee for the Greater New Jersey Estate Planning Council (GNJEPC). Mark’s insights have been featured in prominent publications such as The Wall Street Journal, the New York Post, US News and World Report, Yahoo! Finance, and Citywire RIA.

Outside of his professional endeavors, Mark enjoys spending time with his family and exploring the outdoors, reflecting his belief in maintaining a balanced life.

Credentials & Licenses

CBDA℠CFA®CFP®

Why You Can Trust Mark

Verified credentials and professional qualifications

Professional Credentials
CBDA℠CFA®CFP®

Licensed and certified to provide financial advisory services

Years of Experience

12+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Ramsey, NJ and surrounding areas

Firm Affiliation

Regency Wealth Management

Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.

Verify Mark's Credentials

Independently verify registration and licensing through official regulatory databases

SEC/FINRA CRD Number

6132242

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Important Disclaimer: Mark Andraos is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.