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Mark Scott Aitchison

COBALT CAPITAL
LAKE MARY, FL
·CRD# 4754153·20 years experience

Professional Summary

Mark Scott Aitchison, who also goes by Mark Aitchison, is a registered financial advisor currently at COBALT CAPITAL, INC. located in Lake Mary, Florida. Mark is registered as a RR (Registered Representative) and started their career in finance in 2006. Mark has worked at 7 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark Aitchison

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

COBALT CAPITAL, INC.·CRD# 136161
BD
801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746
September 8, 2026 - Present
BAKER TILLY CAPITAL, LLC·CRD# 115333
BD
Madison, WI
June 22, 2023 - June 4, 2025
BAKER TILLY CAPITAL, LLC·CRD# 115333
BD
Madison, WI
November 19, 2019 - January 5, 2022
TRILOMA SECURITIES, LLC·CRD# 173059
BD
Winter Park, FL
July 10, 2015 - September 18, 2019
ARQUE CAPITAL, LTD.·CRD# 121192
BD
Scottsdale, AZ
March 7, 2014 - June 24, 2015
FBL MARKETING SERVICES, LLC·CRD# 5309
BD
Eagan, MN
February 7, 2014 - March 6, 2014
WORKMAN SECURITIES CORPORATION·CRD# 31898
RIA
Edina, MN
August 1, 2008 - December 23, 2009
WORKMAN SECURITIES CORPORATION·CRD# 31898
BD
Edina, MN
August 1, 2008 - December 23, 2009
EQUITABLE ADVISORS, LLC·CRD# 6627
RIA
Minneapolis, MN
July 18, 2008 - August 5, 2008
EQUITABLE ADVISORS, LLC·CRD# 6627
BD
Minneapolis, MN
June 22, 2006 - August 5, 2008

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Current Firm

CC
COBALT CAPITAL, INC.

COBALT CAPITAL, INC.

CRD#: 136161 / SEC#: 8-66979
BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)

Contact Information

Main Address

801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746

Mailing Address

801 International Parkway Suite 500 Pmb #5242, Lake Mary, FL 32746

Phone Number

(407) 649-3150

Established

Florida since 03/18/2005

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
SCHICK, BENJAMIN MELVINPRINCIPAL, PRESIDENT, CEO4897243
MEGENITY, BRIAN MCDONALDCHIEF COMPLIANCE OFFICER2889637
OHAB, PAMELA CATHYFINOP2700308

Disclosures

Regulatory Event

1

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/8/2026)
RR
Arizona
(9/8/2026)
RR
Arkansas
(9/8/2026)
RR
California
(9/8/2026)
RR
Colorado
(9/8/2026)
RR
Connecticut
(9/8/2026)
RR
Delaware
(9/8/2026)
RR
District of Columbia
(9/8/2026)
RR
Florida
(9/8/2026)
RR
Georgia
(9/8/2026)
RR
Idaho
(9/8/2026)
RR
Illinois
(9/8/2026)
RR
Indiana
(9/8/2026)
RR
Iowa
(9/8/2026)
RR
Kansas
(9/8/2026)
RR
Kentucky
(9/8/2026)
RR
Louisiana
(9/8/2026)
RR
Maine
(9/8/2026)
RR
Maryland
(9/8/2026)
RR
Massachusetts
(9/8/2026)
RR
Michigan
(9/8/2026)
RR
Minnesota
(9/8/2026)
RR
Mississippi
(9/8/2026)
RR
Missouri
(9/8/2026)
RR
Montana
(9/8/2026)
RR
Nebraska
(9/8/2026)
RR
Nevada
(9/8/2026)
RR
New Hampshire
(9/8/2026)
RR
New Jersey
(9/8/2026)
RR
New Mexico
(9/8/2026)
RR
New York
(9/8/2026)
RR
North Carolina
(9/8/2026)
RR
North Dakota
(9/8/2026)
RR
Ohio
(9/8/2026)
RR
Oklahoma
(9/8/2026)
RR
Oregon
(9/8/2026)
RR
Pennsylvania
(9/8/2026)
RR
Puerto Rico
(9/8/2026)
RR
Rhode Island
(9/8/2026)
RR
South Carolina
(9/8/2026)
RR
South Dakota
(9/8/2026)
RR
Texas
(9/8/2026)
RR
Utah
(9/8/2026)
RR
Vermont
(9/8/2026)
RR
Virginia
(9/8/2026)
RR
Washington
(9/8/2026)
RR
West Virginia
(9/8/2026)
RR
Wisconsin
(9/8/2026)
RR
Wyoming
(9/8/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2014About the Series 63 exam

Series 66 — Uniform Combined State Law Examination

Passed Jul 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Mar 2014About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2014About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Aug 2020About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Mark Scott Aitchison's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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