Mark -. Ostroske

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CRD#: 2348617

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark - Ostroske, who also goes by Mark Ostroske, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 1996. Mark had worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Mark Ostroske

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

August 24, 2017 - November 6, 2017

CAMARDA WEALTH ADVISORY GROUP

RIA

CRD#: 113784

Dublin, OH

Past

April 17, 2014 - June 29, 2016

SHEAFF BROCK INVESTMENT ADVISORS, LLC

RIA

CRD#: 118739

INDIANAPOLIS, IN

Past

January 14, 2011 - July 18, 2012

HAMILTON CAPITAL

RIA

CRD#: 109116

COLUMBUS, OH

Past

March 13, 2009 - January 29, 2010

ZACKS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 110897

CHICAGO, IL

Past

October 4, 2001 - March 18, 2002

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

October 25, 2000 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

December 4, 1998 - March 13, 2009

FISHER INVESTMENTS

RIA

CRD#: 107342

DUBLIN, OH

Past

September 15, 1998 - October 30, 1998

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

March 15, 1996 - September 10, 1998

FIFTH THIRD SECURITIES, INC.

CRD#: 628

CINCINNATI, OH

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".

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 7/10/1997

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/29/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 11/28/1995

General Securities Representative Examination

Current Firm

CAMARDA WEALTH ADVISORY GROUP

CRD#: 113784 / SEC#: 801-61028

RIA

Registered Investment Advisory firm - (4/2/2002 Approved)

Florida

Registered Investment Advisory firm - (4/2/2002 Terminated)

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Contact information

Main Address

4371 Hwy 17 #201, Fleming Island, FL 32003

Mailing Address

Phone number

(904) 278-1177

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAMARDA WEALTH ADVISORY GROUP ADV PART 2A BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	1,106
AUM (Assets Under Management)	$ 325,295,188

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 -. Ostroske

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

SHEAFF BROCK INVESTMENT ADVISORS, LLC

HAMILTON CAPITAL

ZACKS INVESTMENT MANAGEMENT, INC.

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

FISHER INVESTMENTS

FIRST FUND DISTRIBUTORS, INC.

FIFTH THIRD SECURITIES, INC.

Primary Firm SEC Registration

CAMARDA WEALTH ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/10/1997

Series 63

Date: 3/29/1996

Series 7

Date: 11/28/1995

Current Firm

CAMARDA WEALTH ADVISORY GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAMARDA WEALTH ADVISORY GROUP

TRUST BUT VERIFY

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