Mark W. Scionti
Professional summary
Mark William Scionti is a registered financial advisor currently at M3 ADVISORY GROUP, LLC located in Sarasota, Florida.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mark has worked at 7 firms and has passed the Series 65, Series 63, Series 6 and Series 22 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark William Scionti's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 20, 2020 - Present
M3 ADVISORY GROUP, LLC
September 12, 2018 - March 31, 2020
INTEGRATED WEALTH CONCEPTS LLC
February 24, 2015 - November 12, 2018
M3 ADVISORY GROUP, LLC
June 26, 2014 - December 23, 2015
M3 WEALTH ADVISORS, LLC
November 1, 2012 - July 16, 2014
M3 ADVISORY GROUP, LLC
February 25, 2009 - July 9, 2010
NEW ENGLAND SECURITIES
February 4, 2003 - March 5, 2003
LPL FINANCIAL LLC
June 25, 2001 - July 24, 2002
SIGNATOR INVESTORS, INC.
August 9, 1991 - December 5, 1997
SIGNATOR INVESTORS, INC.
August 31, 1989 - May 1, 1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY
November 25, 1985 - September 27, 1990
SIGNATOR INVESTORS, INC.
Primary Firm SEC Registration
M3 ADVISORY GROUP, LLC
CRD#: 156208 / SEC#: 801-120905
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/11/2023)
(2/20/2020)
Exams
Current Firm
M3 ADVISORY GROUP, LLC
CRD#: 156208 / SEC#: 801-120905
Contact information
SEC notice filing (6 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 655 |
| AUM (Assets Under Management) | $ 310,000,000 |
Red Flags
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