MS
Mark A. Skvoretz
WS WEALTH MANAGEMENT
Middleburg Heights, OH 44130
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CRD#: 5585647
MS
Professional summary
Mark Anthony Skvoretz is a registered financial advisor currently at WS WEALTH MANAGEMENT, LLC located in Middleburg Heights, Ohio.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. 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.
I AM A PARTNER IN A CERTIFIED PUBLIC ACCOUNTANT FIRM, WASACZ & SKVORETZ, LTD WHICH IS NOT INVESTMENT RELATED. W&S IS LOCATED AT 7550 LUCERNE DRIVE, SUITE 400, MIDDLEBURG HEIGHTS, OHIO 44130. WE OPENED THE CPA FIRM IN 11/1/1997. I CURRENTLY DEVOTE 170 HRS/MONTH AS PARTNER RESPONSIBLE FOR ALL CLIENT SERVICES INCLUDING TAX PREPARATION AND PLANNING.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Skvoretz'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®
NoneExperience
Current
September 8, 2008 - Present
WS WEALTH MANAGEMENT, LLC
Office #1: 7550 Lucerne Drive Suite 400, Middleburg Heights, OH 44130RIA
CRD#: 148022
Middleburg Heights, OH
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
Ohio(9/8/2008)
Exams
Current Firm
WW
WS WEALTH MANAGEMENT, LLC
WS WEALTH MANAGEMENT, LLC
CRD#: 148022 / SEC#:
Ohio
Registered Investment Advisory firm - (8/25/2008 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7550 Lucerne Drive Suite 400, Middleburg Heights, OH 44130
Mailing Address
Phone number
(440) 239-1911
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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