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MZ

Mark Anthony Zorko

CRD# 6146675·Registered 2013 - 2025
Previously Registered: Being a previously registered professional could mean that Mark is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Mark Anthony Zorko was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 2013 - 2025. Mark had worked at 3 firms and has passed the Series 65 exam.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

15 years in the financial services industry

Current & Past Employments

EFFICIENT ADVISORS·CRD# 150144
RIA
Mason, OH
March 1, 2017 - August 21, 2025
BRENTWOOD 401K, LLC·CRD# 286446
RIA
Raleigh, NC
February 15, 2017 - December 15, 2023
INTEGRITY WEALTH MANAGEMENT, LLC·CRD# 130422
RIA
Loveland, OH
January 3, 2013 - June 27, 2014

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Current Firm

EA
EFFICIENT ADVISORS

ADVISOR SUPPORT SERVICES | EVIDENCE BASED ADVISORS | EFFICIENT ADVISORS, LLC | EFFICIENT ADVISORS

CRD#: 150144 / SEC#: 801-70110

Contact Information

Main Address

Mason, OH

Mailing Address

9450 Sw Gemini Drive Pmb 65198, Beaverton, OR 97008

Phone Number

(267) 613-6250

# of Employees

14

Documents

Latest Form ADV

Part 2 Brochures

EFFICIENT ADVISORS BROCHURE (3/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

17,508

AUM (Assets Under Management)

$3,082,902,236

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
09/23/2025Cover PageReport
11/25/2024Cover PageReport
11/07/2023Cover PageReport

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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.

MARK A. ZORKO IS ENGAGED IN A PROFESSION OTHER THAN PROVIDING FINANCIAL PLANNING AND INVESTMENT ADVICE. HE IS ACTIVE WITH BOARD OF DIRECTORS WORK FOR THE FOLLOWING ORGANIZATIONS: MFRI,INC.; Brentwood Advisory Group; Alexian Health Systems; Opportunity International.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2011About the Series 65 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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