Mark E. Vitek

NC MONEY MANAGEMENT

RALEIGH, NC 27609

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CRD#: 4629578

Professional summary

Mark Edward Vitek, CFP® is a registered financial advisor currently at NC MONEY MANAGEMENT, INC. located in Raleigh, North Carolina.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Mark has worked at 1 firm .

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.

MARK VITEK, CPA, PA INVESTMENT RELATED YES 212 WEST MILLBROOK RD RALEIGH, NC 27609 CPA FIRM DATE BEGAN: 12/15/1982 45% OF TIME ON CPA FIRM 55% OF TIME ON IA FIRM MANAGING OWNER OF CPA FIRM

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Vitek'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®

CFP^®

Certified Financial Planner

Start date: 1991

Experience

Current

February 14, 2003 - Present

NC MONEY MANAGEMENT, INC.

Office #1: 212 West Millbrook Road, Raleigh, NC 27609

RIA

CRD#: 118754

RALEIGH, NC

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

North Carolina
(2/14/2003)

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

Current Firm

NC MONEY MANAGEMENT, INC.

N.C. MONEY MANAGEMENT, INC. | NC MONEY MANAGEMENT, INC.

CRD#: 118754 / SEC#:

North Carolina

Registered Investment Advisory firm - (2/13/2003 Approved)

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Contact information

Main Address

212 West Millbrook Road, Raleigh, NC 27609

Mailing Address

212 West Millbrook Road, Raleigh, NC 27609

Phone number

(919) 847-2981

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	20
AUM (Assets Under Management)	$ 28,990,638

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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Mark E. Vitek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Edward Vitek's CRS (Customer Relationship Summary).

Certified licenses

Experience

NC MONEY MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

NC MONEY MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NC MONEY MANAGEMENT, INC.

TRUST BUT VERIFY

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