Mark A. Provenzano

HEDGED PRIVATE WEALTH

METAIRIE, LA 70001

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CRD#: 2877532

Professional summary

Mark Anthony Provenzano is a registered financial advisor currently at HEDGED PRIVATE WEALTH located in Metairie, Louisiana.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Mark has worked at 5 firms and has passed the Series 65, SIE, Series 7 and Series 6 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.

Leasing & marketing companies formed for tax purposes; no actual hours working; separate company for Med Supp & Medicaid Sales Companies: Medical Brokerage Association/Medi-Leads/Medi-Benefits, Partner in each, Non-Investment related, I devote -0- hours a month, I have no duties related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Provenzano'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

March 8, 2019 - Present

HEDGED PRIVATE WEALTH

Office #1: 1 Galleria Blvd Suite 710c, Metairie, LA 70001

RIA

CRD#: 297031

METAIRIE, LA

Past

March 8, 2019 - December 31, 2020

HEDGED PRIVATE WEALTH

RIA

CRD#: 297031

METAIRIE, LA

Past

January 30, 2018 - February 2, 2018

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

August 26, 2016 - December 31, 2017

CORECAP INVESTMENTS, LLC

CRD#: 37068

SOUTHFIELD, MI

Past

February 24, 2013 - December 22, 2014

BRIGHT TRADING, LLC

CRD#: 34702

HENDERSON, NV

Past

August 17, 2000 - December 31, 2001

USALLIANZ SECURITIES, INC.

CRD#: 40875

MINNEAPOLIS, MN

Past

November 13, 1997 - July 28, 1998

SIGNATOR INVESTORS, INC.

CRD#: 468

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

Louisiana
(3/8/2019)

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: 3/4/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 2/2/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/22/2013

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/22/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

HEDGED PRIVATE WEALTH

CRD#: 297031 / SEC#:

Louisiana

Registered Investment Advisory firm - (10/1/2018 Approved)

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Contact information

Main Address

1 Galleria Blvd Suite 710c, Metairie, LA 70001

Mailing Address

Phone number

(504) 339-5547

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	49
AUM (Assets Under Management)	$ 4,240,896

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 A. Provenzano

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Provenzano's CRS (Customer Relationship Summary).

Certified licenses

Experience

HEDGED PRIVATE WEALTH

CORECAP INVESTMENTS, LLC

CORECAP INVESTMENTS, LLC

BRIGHT TRADING, LLC

USALLIANZ SECURITIES, INC.

SIGNATOR INVESTORS, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/4/2019

SIE

Date: 2/2/2018

Series 7

Date: 2/22/2013

Series 6

Date: 10/22/1997

Current Firm

HEDGED PRIVATE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HEDGED PRIVATE WEALTH

TRUST BUT VERIFY

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