Mark A. Parsons
Professional summary
Mark Allen Parsons, who also goes by Mark A Parsons, is a registered financial advisor currently at PARSONS FINANCIAL GROUP, LLC located in Vero Beach, Florida and SAX WEALTH ADVISORS, LLC located in Vero Beach, Florida.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mark has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Allen Parsons's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 16, 2019 - Present
PARSONS FINANCIAL GROUP, LLC
April 10, 2026 - Present
SAX WEALTH ADVISORS, LLC
November 24, 2009 - July 11, 2019
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
July 14, 2003 - November 30, 2009
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 3, 2003 - July 11, 2019
RAYMOND JAMES FINANCIAL SERVICES, INC.
July 1, 2003 - July 10, 2003
WELLS FARGO CLEARING SERVICES, LLC
July 1, 2003 - July 10, 2003
WELLS FARGO CLEARING SERVICES, LLC
August 28, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
August 28, 1998 - July 1, 2003
PRUDENTIAL EQUITY GROUP, LLC
September 30, 1991 - September 1, 1998
A. G. EDWARDS & SONS, INC.
Primary Firm SEC Registration
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/16/2019)
(4/10/2026)
Exams
Current Firm
SAX WEALTH ADVISORS, LLC
CRD#: 119193 / SEC#: 801-68788
Contact information
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,685 |
| AUM (Assets Under Management) | $ 2,440,851,802 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/21/2025 | ||
| 12/11/2024 | ||
| 01/23/2024 | ||
| 02/21/2023 |
Red Flags
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