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Mark Christopher Devito

Mark C. Devito

INFINITY FINANCIAL SERVICES ADVISORY | Financial Advisor
Wheeling, IL 60090
Some features on this profile are disabled
CRD#: 5137097
Mark Christopher Devito

Professional summary

Mark Christopher Devito, who also goes by Mark C Devito, Mark Christopher Devito, Mark Devito, is a registered financial advisor currently at INFINITY FINANCIAL SERVICES ADVISORY located in Wheeling, Illinois and INFINITY FINANCIAL SERVICES located in Wheeling, Illinois.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Mark has worked at 8 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark C Devito | Mark Christopher Devito | Mark Devito

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.
Independent Insurance Agent. Investment-related. 6330 Sprint Parkway, Suite 400, Overland Park, KS 66211. Traditional Insurance Sales. Agent. June 2024. 0-1 hours per month - only used for financial planning. 0 hours during securities trading hours. Offering fixed and traditional annuities to clients through an IMO or direct carrier appointment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Christopher Devito'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®
None

Experience

Current

January 9, 2023 - Present

INFINITY FINANCIAL SERVICES ADVISORY

Office #1: 1098 South Milwaukee Ave Suite 303c, Wheeling, IL 60090
RIA
CRD#: 304981
Wheeling, IL
Current

January 6, 2023 - Present

INFINITY FINANCIAL SERVICES

Office #1: 1098 South Milwaukee Ave Suite 303c, Wheeling, IL 60090
BD
CRD#: 144302
Wheeling, IL
Past

June 30, 2017 - January 4, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
DEER PARK, IL
Past

June 30, 2017 - January 4, 2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
DEER PARK, IL
Past

March 25, 2017 - July 7, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
DOWNERS GROVE, IL
Past

March 25, 2017 - July 7, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
DOWNERS GROVE, IL
Past

July 10, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
BUFFALO GROVE, IL
Past

July 10, 2015 - March 25, 2017

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BUFFALO GROVE, IL
Past

November 8, 2010 - July 9, 2015

ALLSTATE FINANCIAL ADVISORS, LLC

RIA
CRD#: 109524
BARRINGTON, IL
Past

November 8, 2010 - July 9, 2015

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
BARRINGTON, IL
Past

July 24, 2006 - October 25, 2010

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
DEERFIELD, IL
Past

June 6, 2006 - October 25, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
DEERFIELD, IL

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".
IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Colorado
(1/6/2023)
RR
Illinois
(1/6/2023)
IAR
Illinois
(1/23/2023)
RR
Michigan
(1/6/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2006
Uniform Combined 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: 6/5/2006
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 1/2/2023
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/25/2009
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

IF
INFINITY FINANCIAL SERVICES ADVISORY
FERRIER FINANCIAL | TRI VALLEY WEALTH MANAGEMENT | STERLING FIRST FINANCIAL | SMITH FINANCIAL GROUP | SILVERLIGHT FINANCIAL | SAOR FINANCIAL | PROVIDENCE FINANCIAL MANAGEMENT | ONELINK FINANCIAL SERVICES | MYZ FINANCIAL | MEDINA PRIVATE WEALTH | LOVELL WEALTH MANAGEMENT | LGC FINANCIAL | JONES CAPITAL MANAGEMENT | INFINITY FINANCIAL SERVICES ADVISORY | HOLADAY FINANCIAL | GUIDANCE FINANCIAL | GILBERT GREG RIA, LLC

CRD#: 304981 / SEC#: 801-117719

RIA
Registered Investment Advisory firm - (12/5/2019 Approved)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
Phone number
(510) 588-8000
Established
Firm type
Fiscal year end
# of Employees
36

SEC notice filing (45 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

ADV PART 2A (3/28/2025)
ADV 2A APPENDIX WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts918
AUM (Assets Under Management)$ 150,097,662

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

INFINITY FINANCIAL SERVICES ADVISORY

Financial AdvisorCRD#: 304981Wheeling, IL 60090

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