Mark A. Scanlan

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CRD#: 4074031

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mark Adam Scanlan was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2000. Mark had worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

April 9, 2024 - May 13, 2025

ADHESION WEALTH ADVISOR SOLUTIONS

RIA

CRD#: 143593

Havertown, PA

Past

June 21, 2013 - May 5, 2023

FREEDOM INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 126052

Havertown, PA

Past

September 19, 2007 - February 28, 2013

SEI INVESTMENTS MANAGEMENT CORP

RIA

CRD#: 105146

OAKS, PA

Past

December 15, 2000 - December 1, 2004

SEI INVESTMENTS DISTRIBUTION CO.

CRD#: 10690

OAKS, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ADHESION WEALTH ADVISOR SOLUTIONS

ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA

Registered Investment Advisory firm - (4/24/2007 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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: 9/17/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 6/25/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/2000

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

ADHESION WEALTH ADVISOR SOLUTIONS | ATRIA INVESTMENTS, INC. | ATRIA INVESTMENTS LLC | ATRIA INVESTMENT MANAGEMENT, LLC | ATRIA INVESTMENT MANAGEMENT

CRD#: 143593 / SEC#: 801-67829

RIA

Registered Investment Advisory firm - (4/24/2007 Approved)

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Contact information

Main Address

2825 South Blvd Suite 500, Charlotte, NC 28209

Mailing Address

Phone number

(888) 295-8351

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

ADHESION WEALTH ADVISOR SOLUTIONS: FORM ADV PART 2 BROCHURE 2024_12.2.24 (4/16/2025)

Regulatory assets under management

Total Number of Accounts	32,716
AUM (Assets Under Management)	$ 10,425,682,263

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. Scanlan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FREEDOM INVESTMENT MANAGEMENT, INC.

SEI INVESTMENTS MANAGEMENT CORP

SEI INVESTMENTS DISTRIBUTION CO.

Primary Firm SEC Registration

ADHESION WEALTH ADVISOR SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 9/17/2007

Series 63

Date: 1/19/2001

Series 7

Date: 6/25/2001

Series 6

Date: 12/14/2000

Current Firm

ADHESION WEALTH ADVISOR SOLUTIONS

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ADHESION WEALTH ADVISOR SOLUTIONS

TRUST BUT VERIFY

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