Mark A. Digiorgio

DIGIORGIO CAPITAL MANAGEMENT

Mckeesport, PA 15132

Some features on this profile are disabled

CRD#: 2955247

Professional summary

Mark Anthony Digiorgio, who also goes by Mark Digiorgio, is a registered financial advisor currently at DIGIORGIO CAPITAL MANAGEMENT, INC. located in Mckeesport, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mark has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Digiorgio

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.

Mark DiGiorgio Tax & Accounting Firm 1080 Long Run Road McKeesport, PA 15132 The business is not investment related. The business is a tax and accounting firm. Mark DiGiorgio is the President/Owner of said business. Duties including operating entire business in respect to accounting functions and income tax preparation. Duties include supervising several employees. Business was started May 1st, 1988. The number of hours Mark DiGiorgio devotes to this business is approximately 80 hours per month. The number of hours devoted to this business during trading hours is approximately 45 hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Anthony Digiorgio'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

June 23, 1998 - Present

DIGIORGIO CAPITAL MANAGEMENT, INC.

Office #1: 1080 Long Run Road, Mckeesport, PA 15132

RIA

CRD#: 123422

Mckeesport, PA

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

Pennsylvania
(6/23/1998)

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: 9/27/1997

Uniform Investment Adviser Law Examination

Current Firm

DIGIORGIO CAPITAL MANAGEMENT, INC.

CRD#: 123422 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (6/23/1998 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1232 Lincoln Way, White Oak, PA 15131

Mailing Address

Phone number

(412) 751-8887

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	220
AUM (Assets Under Management)	$ 52,000,000

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.

Similar Advisors

Edmund Vilsack

JANNEY MONTGOMERY SCOTT LLC

IAR

Canonsburg, PA

Lee Oleinick

UBS FINANCIAL SERVICES INC.

IAR

Boca Raton, FL

Walter Pachniuk

TRUSTMONT ADVISORY GROUP, INC.

IAR

NEWTOWN, CT

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mark A. Digiorgio

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

DIGIORGIO CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/1997

Current Firm

DIGIORGIO CAPITAL MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DIGIORGIO CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

Similar Advisors