Mark T. Zielinski

FIDUCIARY ARCHITECTS LLC

Newport Beach, CA 92663

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CRD#: 1001981

Professional summary

Mark Thomas Zielinski, CFP® is a registered financial advisor currently at FIDUCIARY ARCHITECTS LLC located in Newport Beach, California.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1982. Mark has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 5, Series 3, Series 15, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Zielinski & Associates-DBA for consulting/recruiting-address of record, 20 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Zielinski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

September 13, 2022 - Present

FIDUCIARY ARCHITECTS LLC

Office #1: 3416 Via Lido Suite G, Newport Beach, CA 92663

RIA

CRD#: 322251

Newport Beach, CA

Past

July 17, 2019 - June 30, 2022

BALBOA WEALTH PARTNERS, INC.

RIA

CRD#: 282329

Newport Beach, CA

Past

December 19, 2018 - December 31, 2020

COLONY PARK FINANCIAL SERVICES LLC.

RIA

CRD#: 41534

Newport Beach, CA

Past

December 19, 2018 - May 8, 2019

SANDLAPPER SECURITIES, LLC

CRD#: 137906

GREENVILLE, SC

Past

September 10, 2008 - December 20, 2016

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEWPORT BEACH, CA

Past

September 10, 2008 - December 20, 2016

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

NEWPORT BEACH, CA

Past

August 27, 2007 - September 10, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

NEWPORT BEACH, CA

Past

August 27, 2007 - September 10, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEWPORT BEACH, CA

Past

August 12, 2006 - September 10, 2007

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

LOS ANGELES, CA

Past

August 12, 2006 - September 10, 2007

UBS FINANCIAL SERVICES INC.

CRD#: 8174

LOS ANGELES, CA

Past

June 15, 2004 - August 12, 2006

PIPER SANDLER & CO.

RIA

CRD#: 665

SAN FRANCISCO, CA

Past

June 15, 2004 - August 12, 2006

PIPER SANDLER & CO.

CRD#: 665

SAN FRANCISCO, CA

Past

July 1, 2003 - June 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

NEWPORT BEACH, CA

Past

July 1, 2003 - June 29, 2004

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 8, 1997 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

NEWPORT BEACH, CA

Past

January 27, 1983 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

May 28, 1982 - February 8, 1983

UNIFIED SECURITIES CORPORATION

CRD#: 8024

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(7/23/2025)

IAR

California
(9/13/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/21/1993

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/26/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 5

Date: 11/2/1999

Interest Rate Options Examination

General Industry/Product Exam

Series 3

Date: 10/7/1988

National Commodity Futures Examination

General Industry/Product Exam

Series 15

Date: 4/8/1988

Foreign Currency Options Examination

General Industry/Product Exam

Series 7

Date: 8/15/1981

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 4/20/1990

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

FIDUCIARY ARCHITECTS LLC

CRD#: 322251 / SEC#:

Arizona

Registered Investment Advisory firm - (7/23/2025 Approved)

California

Registered Investment Advisory firm - (9/13/2022 Approved)

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Contact information

Main Address

3416 Via Lido Suite G, Newport Beach, CA 92663

Mailing Address

Phone number

(949) 216-0080

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	7
AUM (Assets Under Management)	$ 1,850,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark T. Zielinski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Thomas Zielinski's CRS (Customer Relationship Summary).

Certified licenses

Experience

BALBOA WEALTH PARTNERS, INC.

COLONY PARK FINANCIAL SERVICES LLC.

SANDLAPPER SECURITIES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

PIPER SANDLER & CO.

PIPER SANDLER & CO.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

UNIFIED SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 9/21/1993

Series 63

Date: 7/26/1983

SIE

Date: 12/20/2016

Series 5

Date: 11/2/1999

Series 3

Date: 10/7/1988

Series 15

Date: 4/8/1988

Series 7

Date: 8/15/1981

Series 8

Date: 4/20/1990

Current Firm

FIDUCIARY ARCHITECTS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIDUCIARY ARCHITECTS LLC

TRUST BUT VERIFY

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