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MP

Mark N. Paccione

EQV ADVISORY
RALEIGH, NC 27603
Some features on this profile are disabled
CRD#: 4775789
MP

Professional summary

Mark Nicholas Paccione, CFP®, who also goes by Mark Paccione, is a registered financial advisor currently at EQV ADVISORY, LLC located in Raleigh, North Carolina.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mark has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Paccione

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 Nicholas Paccione'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®
CFP®

Certified Financial Planner

Start date: 2012

Experience

Current

November 14, 2025 - Present

EQV ADVISORY, LLC

Office #1: 400 West North St. Suite 112, Raleigh, NC 27603
RIA
CRD#: 338271
RALEIGH, NC
Past

January 22, 2024 - May 22, 2024

CURI CAPITAL, LLC

RIA
CRD#: 134249
Raleigh, NC
Past

September 3, 2019 - January 26, 2024

CURI CAPITAL

RIA
CRD#: 281133
Raleigh, NC
Past

April 15, 2015 - June 5, 2019

CAPTRUST

RIA
CRD#: 175112
RALEIGH, NC
Past

June 30, 2009 - April 22, 2015

CAPFINANCIAL SECURITIES, LLC.

RIA
CRD#: 126291
RALEIGH, NC
Past

November 2, 2005 - June 5, 2019

CAPFINANCIAL SECURITIES, LLC.

BD
CRD#: 126291
RALEIGH, NC
Past

May 4, 2004 - September 13, 2005

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
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
North Carolina
(11/14/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 4/5/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/29/2001
General Securities Representative Examination

Current Firm

EA
EQV ADVISORY, LLC
EQV ADVISORY, LLC

CRD#: 338271 / SEC#: 801-134372

RIA
Registered Investment Advisory firm - (9/19/2025 120-Day Approval)
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Contact information

Main Address
400 West North St. Suite 112, Raleigh, NC 27603
Mailing Address
Po Box 24887, Raleigh, NC 27611
Phone number
(919) 842-3000
Established
Firm type
Fiscal year end
# of Employees
6

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

EQV ADVISORY ADV 2A 1.16.2026 (1/16/2026)

Regulatory assets under management

Total Number of Accounts122
AUM (Assets Under Management)$ 106,778,605

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

EQV ADVISORY, LLC

CRD#: 338271Raleigh, NC 27603

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