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ML

Mark A. Lazarczyk

HV CAPITAL MANAGEMENT
MONTGOMERY, NY 12549
Some features on this profile are disabled
CRD#: 3273113
ML

Professional summary

Mark Alan Lazarczyk is a registered financial advisor currently at HV CAPITAL MANAGEMENT located in Montgomery, New York.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mark has worked at 2 firms and has passed the Series 65 and Series 7 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 Alan Lazarczyk's CRS (Customer Relationship Summary).
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

December 22, 2025 - Present

HV CAPITAL MANAGEMENT

Office #1: 2134 State Route 208 Suite 4, Montgomery, NY 12549
RIA
CRD#: 339467
MONTGOMERY, NY
Past

September 15, 1999 - July 2, 2002

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
NEW YORK, NY

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
New York
(12/22/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/20/2025
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/14/1999
General Securities Representative Examination

Current Firm

HC
HV CAPITAL MANAGEMENT
HV CAPITAL MANAGEMENT | HV CAPITAL MANAGEMENT, LLC

CRD#: 339467 / SEC#: 801-134910

RIA
Registered Investment Advisory firm - (12/9/2025 120-Day Approval)
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Contact information

Main Address
2134 State Route 208 Suite 4, Montgomery, NY 12549
Mailing Address
Phone number
(845) 655-4826
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HV CAPITAL MANAGEMENT FORM ADV PART 2A 12-19-2025 (12/19/2025)
0

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

HV CAPITAL MANAGEMENT

CRD#: 339467Montgomery, NY 12549

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