Mark D. Scott

A.G. CAMPBELL ADVISORY

BALTIMORE, MD 21230

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CRD#: 1278844

Professional summary

Mark David Scott SR, who also goes by Mark David Scott, is a registered financial advisor currently at A.G. CAMPBELL ADVISORY, LLC located in Baltimore, Maryland.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 6 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark David Scott

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Scott SR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

July 19, 2013 - Present

A.G. CAMPBELL ADVISORY, LLC

Office #1: 190 W. Ostend Street Suite 200, Baltimore, MD 21230

RIA

CRD#: 162150

BALTIMORE, MD

Past

February 9, 2012 - March 23, 2012

FAIRPORT CAPITAL, INC.

CRD#: 15034

SCOTTSDALE, AZ

Past

November 13, 2008 - September 21, 2009

BROWN ADVISORY SECURITIES, LLC

RIA

CRD#: 120736

BALTIMORE, MD

Past

October 24, 2003 - September 21, 2009

BROWN ADVISORY SECURITIES, LLC

CRD#: 120736

BALTIMORE, MD

Past

August 6, 1999 - October 28, 2003

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

September 1, 1997 - August 29, 1999

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Past

May 8, 1996 - September 1, 1997

ALEX. BROWN & SONS INCORPORATED

CRD#: 20

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

A.G. CAMPBELL ADVISORY, LLC

CRD#: 162150 / SEC#: 801-80616

RIA

Registered Investment Advisory firm - (12/3/2014 Approved)

Florida

Registered Investment Advisory firm - (11/7/2013 Terminated)

Georgia

Registered Investment Advisory firm - (11/7/2013 Terminated)

Illinois

Registered Investment Advisory firm - (12/3/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (12/10/2014 Terminated)

Maryland

Registered Investment Advisory firm - (12/12/2014 Terminated)

North Carolina

Registered Investment Advisory firm - (11/7/2013 Terminated)

Virginia

Registered Investment Advisory firm - (12/10/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Maryland
(7/19/2013)

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 66

Date: 11/12/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/1/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/6/1996

General Securities Representative Examination

Current Firm

A.G. CAMPBELL ADVISORY, LLC

CRD#: 162150 / SEC#: 801-80616

RIA

Registered Investment Advisory firm - (12/3/2014 Approved)

Florida

Registered Investment Advisory firm - (11/7/2013 Terminated)

Georgia

Registered Investment Advisory firm - (11/7/2013 Terminated)

Illinois

Registered Investment Advisory firm - (12/3/2014 Terminated)

Kentucky

Registered Investment Advisory firm - (12/10/2014 Terminated)

Maryland

Registered Investment Advisory firm - (12/12/2014 Terminated)

North Carolina

Registered Investment Advisory firm - (11/7/2013 Terminated)

Virginia

Registered Investment Advisory firm - (12/10/2014 Terminated)

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Contact information

Main Address

190 W. Ostend Street Suite 200, Baltimore, MD 21230

Mailing Address

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108

Phone number

(410) 779-1239

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

A.G. CAMPBELL ADVISORY, LLC FIRM BROCHURE ADV PART 2A (3/16/2025)

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 345,011,484

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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Firm Stability Insights

Mark D. Scott

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark David Scott SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAIRPORT CAPITAL, INC.

BROWN ADVISORY SECURITIES, LLC

BROWN ADVISORY SECURITIES, LLC

MORGAN STANLEY DW INC.

DB ALEX. BROWN LLC

ALEX. BROWN & SONS INCORPORATED

Primary Firm SEC Registration

A.G. CAMPBELL ADVISORY, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 11/12/2008

Series 63

Date: 12/1/1999

Series 7

Date: 5/6/1996

Current Firm

A.G. CAMPBELL ADVISORY, LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

A.G. CAMPBELL ADVISORY, LLC

TRUST BUT VERIFY

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