Mark V. Stys

WS WEALTH MANAGEMENT

Washington, VA

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CRD#: 2445827

Professional summary

Mark Vincent Stys is a registered financial advisor currently at WS WEALTH MANAGEMENT, LLC located in Washington, Virginia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Mark has worked at 8 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Vincent Stys's 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 23, 2013 - Present

WS WEALTH MANAGEMENT, LLC

RIA

CRD#: 168114

Washington, VA

Past

February 5, 2009 - July 18, 2013

BLUEMONT CAPITAL ADVISORS, LLC

RIA

CRD#: 149168

VIENNA, VA

Past

September 8, 2008 - December 31, 2008

STANFORD CAPITAL MANAGEMENT, LLC

RIA

CRD#: 141553

GREAT FALLS, VA

Past

September 26, 2006 - December 31, 2008

STANFORD GROUP COMPANY

CRD#: 39285

HOUSTON, TX

Past

December 2, 2004 - October 4, 2006

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

BOSTON, MA

Past

April 9, 2002 - December 6, 2004

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

BOSTON, MA

Past

March 28, 2000 - August 8, 2000

ANGEL INVESTMENTS LLC

CRD#: 43863

JUPITER, FL

Past

July 1, 1998 - April 1, 1999

COASTAL SECURITIES, INC.

CRD#: 27834

HOUSTON, TX

Past

April 11, 1994 - June 30, 1998

NATIONAL FINANCIAL SERVICES LLC

CRD#: 13041

BOSTON, MA

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

Virginia
(7/23/2013)

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 65

Date: 9/6/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/13/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 5/16/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/21/2000

General Securities Principal Examination

Current Firm

WS WEALTH MANAGEMENT, LLC

W&S WEALTH MANAGEMENT, LLC | WS WEALTH MANAGEMENT, LLC

CRD#: 168114 / SEC#:

Virginia

Registered Investment Advisory firm - (7/23/2013 Approved)

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Contact information

Main Address

509 Fodderstack Rd, Washington, VA 22747

Mailing Address

Phone number

(703) 999-5065

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 78,005,900

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 V. Stys

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Vincent Stys's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEMONT CAPITAL ADVISORS, LLC

STANFORD CAPITAL MANAGEMENT, LLC

STANFORD GROUP COMPANY

FIDELITY BROKERAGE SERVICES LLC

NATIONAL FINANCIAL SERVICES LLC

ANGEL INVESTMENTS LLC

COASTAL SECURITIES, INC.

NATIONAL FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/6/2008

Series 63

Date: 4/13/1994

Series 7

Date: 5/16/1994

Series 24

Date: 2/21/2000

Current Firm

WS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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