Mark Bentley

STRIVE RETIREMENT GROUP

Ringoes, NJ

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CRD#: 6101965

Professional summary

Mark Bentley NMN, who also goes by Mark Bentley, is a registered financial advisor currently at STRIVE RETIREMENT GROUP located in Ringoes, New Jersey.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Mark has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark Bentley

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.

an investment adviser representative with another investment advisory firm, Excel Wealth Management.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Bentley NMN'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 17, 2025 - Present

STRIVE RETIREMENT GROUP

RIA

CRD#: 334443

Ringoes, NJ

Past

July 31, 2023 - March 24, 2025

EXCEL WEALTH MANAGEMENT, LLC

RIA

CRD#: 299602

Ringoes, NJ

Past

November 19, 2012 - October 6, 2022

PAYCHEX SECURITIES CORPORATION

CRD#: 39733

PISCATAWAY, NJ

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

Florida
(7/18/2025)

IAR

Georgia
(6/20/2025)

IAR

Louisiana
(8/14/2025)

IAR

Mississippi
(9/25/2025)

IAR

New Jersey
(1/22/2025)

IAR

North Carolina
(9/30/2025)

IAR

Texas
(1/17/2025)

IAR

Virginia
(9/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/30/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/21/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/16/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

STRIVE RETIREMENT GROUP

DARROW BENTLEY LLC | STRIVE RETIREMENT GROUP

CRD#: 334443 / SEC#: 801-131841

RIA

Registered Investment Advisory firm - (1/17/2025 120-Day Approval)

Florida

Registered Investment Advisory firm - (7/30/2025 Approved)

Georgia

Registered Investment Advisory firm - (7/29/2025 Approved)

Louisiana

Registered Investment Advisory firm - (7/30/2025 Approved)

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Contact information

Main Address

132 W International Speedway Suite 65, Daytona Beach, FL 32114

Mailing Address

Phone number

(407) 357-0123

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2B - SCOTT CAVANAUGH (11/14/2025)

FORM ADV PART 2A - STRIVE RETIREMENT GROUP (11/11/2025)

ADV PART 2B - ROBERT DARROW (10/14/2025)

ADV PART 2B - MARK BENTLEY (10/3/2025)

Regulatory assets under management

Total Number of Accounts	10
AUM (Assets Under Management)	$ 1,500,000

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.

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Firm Stability Insights

Mark Bentley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Bentley NMN's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRIVE RETIREMENT GROUP

EXCEL WEALTH MANAGEMENT, LLC

PAYCHEX SECURITIES CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 5/30/2023

Series 63

Date: 12/21/2012

SIE

Date: 10/1/2018

Series 6

Date: 11/16/2012

Current Firm

STRIVE RETIREMENT GROUP

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRIVE RETIREMENT GROUP

TRUST BUT VERIFY

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