MW
Mark W. Wazevich
OPENARC CORPORATE ADVISORY | Wealth Management Advisor
ATLANTA, GA 30326
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CRD#: 4248417
MW
Professional summary
Mark William Wazevich, CIMA® is a registered financial advisor currently at OPENARC CORPORATE ADVISORY, LLC located in Atlanta, Georgia.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Mark has worked at 3 firms and has passed the Series 65, Series 63, Series 57TO, SIE, Series 55 and Series 7 exams.
Question & Answer
What are your service offerings?
Philanthropic services
Loans/credit services
Financial planning
Trust & estate planning
Insurance
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
2M
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.
I*123176
For profit or not for profit: For-Profit Organization
Name of outside business organization: OBWaz LLC
Investment related: N
Address of business:
Alpharetta, Georgia 30022
Nature of business: LLC,
Position, title, association: Family Held,
Start date of relationship: 12/7/2018
Number of hours devoted: 2 hour(s) Annually
Number of hours devoted during trading hours: 0
Duties: Family LLC set up to purchase a condo as a 2nd home with the potential to eventually rent the condo out. We have not rented the condo at all so far. This entity is co-owned by my wife and I.
CRS (Client Relationship Summary) - RIA
Click below to view Mark William Wazevich'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®
Experience
Current
September 24, 2025 - Present
OPENARC CORPORATE ADVISORY, LLC
Office #1: 3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326RIA
CRD#: 336837
ATLANTA, GA
Past
March 22, 2002 - September 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ATLANTA, GA
Past
March 5, 2002 - September 26, 2025
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ATLANTA, GA
Past
September 11, 2000 - March 6, 2002
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
CLEVELAND, OH
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".
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC
CRD#: 336837 / SEC#: 801-133754
RIA
Registered Investment Advisory firm - (7/8/2025 Approved)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(9/25/2025)
IAR
Texas(9/24/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/24/2001
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
Current Firm
OC
OPENARC CORPORATE ADVISORY, LLC
1330 ADVISORS | OPENARC CORPORATE ADVISORY, LLC | 1330 ADVISORS, LLC
CRD#: 336837 / SEC#: 801-133754
RIA
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Contact information
Main Address
3550 Peachtree Road Ne Floor 7, Atlanta, GA 30326
Mailing Address
Phone number
(844) 648-6001
Established
Firm type
Fiscal year end
# of Employees
140
SEC notice filing (5 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 492 |
| AUM (Assets Under Management) | $ 443,705,451 |
Red Flags
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Company Information
OPENARC CORPORATE ADVISORY, LLC
Wealth Management AdvisorCRD#: 336837Atlanta, GA 30326TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
