Leaving their mark

Created to assist privately owned companies, Watermark Advisors, LLC, brainchild of Hagen Rogers, has been open for business since 2002.  The firm has two offices, both located near the waterfront of the East Coast.  Its headquarters is situated in Greenville, S.C., while its second office in New York City opened in September 2008.  Since 2004, the firm has also been a member of the 5,000-strong Financial Industry Regulatory Authority, which is the biggest regulator for securities firms in the United States.

What they provide

The firm offers a traditional menu of financial advisory services.  Within its valuation services...