Mark J. Villani
STRATEGIC ADVISERS LLC | Financial Consultant
OCEAN, NJ
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CRD#: 5860047
Professional summary
Mark Joseph Villani, who also goes by Mark Joseph VIllani, Mark Villani, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Ocean, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Millburn, New Jersey.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Mark has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I believe it is very important to get to know my clients, their families and what is most important to them. Trust is the foundation of my client relationships. I take great pride in the role that I play in helping clients build and maintain a sound financial strategy. I leverage my many years of experience as a financial consultant to deliver strategies that enable my clients to work toward their goals and aspirations.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark Joseph Villani | Mark Villani
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Joseph Villani'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®
NoneEducation
Monmouth University
Bachelor of Arts (BA) - Communication
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 150 Essex St, Millburn, NJ 07041-1631RIA
CRD#: 104555
OCEAN, NJ
Current
July 16, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 150 Essex Street, Millburn, NJ 07041BD
CRD#: 7784
MILLBURN, NJ
Past
July 27, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MILLBURN, NJ
Past
February 16, 2011 - July 13, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
February 5, 2011 - July 13, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Alabama(9/18/2025)
RR
Arizona(1/25/2021)
RR
California(3/4/2022)
RR
Connecticut(1/14/2025)
RR
Delaware(11/1/2022)
RR
Florida(7/16/2020)
RR
Georgia(1/4/2023)
RR
Maryland(1/4/2023)
RR
New Jersey(7/16/2020)
IAR
New Jersey(3/31/2025)
RR
New York(7/16/2020)
RR
North Carolina(11/16/2020)
RR
Pennsylvania(7/16/2020)
RR
South Carolina(9/25/2020)
IAR
Texas(3/31/2025)
RR
Virginia(6/4/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Ocean, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
