Mark A. Zembo
Professional summary
Mark Anthony Zembo, who also goes by Mark Zembo, is a registered financial advisor currently at ELEVAGE PARTNERS, LLC located in Longmeadow, Massachusetts.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 62, Series 6, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Zembo's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 3, 2021 - Present
ELEVAGE PARTNERS, LLC
Office #1: 734 Bliss Road Suite 3, Longmeadow, MA 01106Office #3: 1801 W. Deuce Of Clubs Suite B200, Show Low, AZ 85901January 15, 2007 - March 16, 2020
NATIONWIDE INVESTMENT SERVICES CORPORATION
July 22, 2003 - March 18, 2005
NATIONWIDE INVESTMENT SERVICES CORPORATION
January 2, 1997 - July 10, 1998
IDS LIFE INSURANCE COMPANY
January 2, 1997 - July 10, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
ELEVAGE PARTNERS, LLC
CRD#: 158386 / SEC#: 801-112475
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/6/2023)
(6/3/2021)
Exams
Series 62
Date: 9/29/2018
Corporate Securities Limited Representative ExaminationCurrent Firm
ELEVAGE PARTNERS, LLC
CRD#: 158386 / SEC#: 801-112475
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 978 |
| AUM (Assets Under Management) | $ 147,025,159 |
Red Flags
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