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Mark Allen Stancato

Mark A. Stancato

VIP WEALTH ADVISORS
DECATUR, GA 30030
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CRD#: 2709160
Mark Allen Stancato

Professional summary


Mark Allen Stancato, CFP®, who also goes by Marcus Stancato, is a registered financial advisor currently at VIP WEALTH ADVISORS located in Decatur, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 12 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Marcus Stancato

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.
NAME OF OTHER BUSINESS: X8 DRUMS & PERCUSSION, INC. INVESTMENT-RELATED? NO. ADDRESS OF OTHER BUSINESS: Sanford, NC NATURE OF OTHER BUSINESS / DUTIES RELATING TO OTHER BUSINESS: Assist on overall strategic business decisions and manage overseas partner sourcing relationships POSITION: CO-FOUNDER START DATE: JANUARY 2007 APPROXIMATE # OF HOURS PER MONTH: 20 # OF HOURS DURING SECURITIES TRADING HOURS: 0

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Allen Stancato'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®
CFP®

Start date: 2000

Experience


Current

May 27, 2025 - Present

VIP WEALTH ADVISORS

Office #1: 120 W Trinity Pl, Decatur, GA 30030
RIA
CRD#: 335528
DECATUR, GA
Past

June 14, 2023 - May 23, 2025

RANGE ADVISORY, LLC

RIA
CRD#: 321969
Decatur, GA
Past

December 7, 2021 - May 25, 2023

BROOKLYN FI, LLC

RIA
CRD#: 292115
BURBANK, CA
Past

September 8, 2005 - September 29, 2006

LWI FINANCIAL INC.

RIA
CRD#: 111861
NEW YORK, NY
Past

September 8, 2005 - September 27, 2006

LORING WARD SECURITIES INC.

BD
CRD#: 46337
SAN JOSE, CA
Past

November 17, 2004 - September 2, 2005

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

November 17, 2004 - September 2, 2005

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

June 26, 2000 - October 27, 2004

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

June 14, 1999 - August 16, 1999

WAVELAND CAPITAL PARTNERS LLC

BD
CRD#: 40054
IRVINE, CA
Past

December 1, 1997 - November 23, 1998

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

May 12, 1997 - December 12, 1997

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA
Past

June 20, 1996 - August 23, 1996

DWS DISTRIBUTORS, INC.

BD
CRD#: 37306
CHICAGO, IL

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
Georgia
(5/27/2025)
IAR
Texas
(8/22/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/14/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


VW
VIP WEALTH ADVISORS
VIP WEALTH ADVISORS | VIP WEALTH ADVISORS LLC

CRD#: 335528 / SEC#:

Georgia
Registered Investment Advisory firm - (5/27/2025 Approved)
Texas
Registered Investment Advisory firm - (8/1/2025 Conditional Restricted)
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Contact information


Main Address
120 W Trinity Pl, Decatur, GA 30030
Mailing Address
Phone number
(917) 319-8281
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

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.

Company Information


VIP WEALTH ADVISORS

CRD#: 335528Decatur, GA 30030

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