Mark A. Witaschek
Professional summary
Mark Andrew Witaschek is a registered financial advisor currently at AURELIUS FAMILY OFFICE, LLC located in Tullahoma, Tennessee.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Mark has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Andrew Witaschek's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 3, 2022 - Present
AURELIUS FAMILY OFFICE, LLC
October 20, 2009 - December 31, 2022
MCLEAN ASSET MANAGEMENT CORP.
December 2, 1994 - October 27, 2009
THE HARBOR GROUP, INC.
May 2, 1987 - December 31, 1992
INTERNATIONAL MONEY MANAGEMENT GROUP, INC.
October 31, 1986 - April 2, 1987
ABACUS EQUITY SERVICES, INC.
June 11, 1985 - October 31, 1986
CARDELL & ASSOCIATES, INCORPORATED
February 5, 1984 - April 25, 1985
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
AURELIUS FAMILY OFFICE, LLC
CRD#: 323016 / SEC#: 801-126682
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/20/2022)
(6/27/2024)
(10/3/2022)
Exams
Current Firm
AURELIUS FAMILY OFFICE, LLC
CRD#: 323016 / SEC#: 801-126682
Contact information
SEC notice filing (15 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 660 |
| AUM (Assets Under Management) | $ 265,861,275 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/04/2025 | ||
| 08/01/2024 | ||
| 02/15/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
