MZ
Mark A. Zelenika
LESLIE GLOBAL WEALTH
Itasca, IL 60143
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CRD#: 6385107
MZ
Professional summary
Mark Anthony Zelenika, CFP® is a registered financial advisor currently at LESLIE GLOBAL WEALTH, LLC located in Itasca, Illinois and LPL FINANCIAL LLC located in Itasca, Illinois.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Mark has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1. 01/13/2015-LESLIE GOLABL WEALTH, LLC/DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/100%/221 N. LASALLE STREET, SUITE 2020, CHICAGO, IL 60601
2. 11/06/2015 * LESLIE GLOBAL WEALTH, LLC * Registered Investment Advisor DBA * (Hybrid) Capital Programs Advisory Company * inv rel * at reported business location(s) * start 10/15/15 * 130 hrs/mo during secs trdg hrs.
3. 11/06/2015 * LESLIE GLOBAL WEALTH, LLC * Registered Investment Advisor DBA * (Hybrid) LESLIE GLOBAL WEALTH, LLC * inv rel * at reported business location(s) * start 08/10/14 * 130 hrs/mo during secs trdg hrs.
4. 8/20/2018 - Fieldwork - Investment Related - 205 N. Michigan Avenue, Suite 3912 Chicago, IL 60601 - Other-Research Survey - Start Date:08/20/2018 - 2 Hours Per Month/0 Hours During Trading - Research Surveys.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Anthony Zelenika'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®
CFP®
Start date: 2017
Experience
Current
February 13, 2018 - Present
LESLIE GLOBAL WEALTH, LLC
Office #1: 500 Park Blvd Suite 1440, Itasca, IL 60143RIA
CRD#: 128202
Itasca, IL
Current
February 4, 2015 - Present
LPL FINANCIAL LLC
Office #1: 500 Park Boulevard Ste 1440, Itasca, IL 60143RIA
BD
CRD#: 6413
Itasca, IL
Past
May 14, 2015 - December 8, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
TROPHY CLUB, TX
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".
LG
LESLIE GLOBAL WEALTH, LLC
CAPITAL PROGRAMS ADVISORY COMPANY | PORREY LESLIE ASSOC., LLC | PORREY LESLIE AND ASSOCIATES, LLC | LESLIE GLOBAL WEALTH, LLC
CRD#: 128202 / SEC#: 801-106556
RIA
Registered Investment Advisory firm - (8/21/2015 Approved)Illinois
Registered Investment Advisory firm - (8/21/2015 Terminated)Texas
Registered Investment Advisory firm - (8/26/2015 Terminated)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
Illinois(5/13/2015)
IAR
Illinois(2/13/2018)
RR
Texas(5/22/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
LG
LESLIE GLOBAL WEALTH, LLC
CAPITAL PROGRAMS ADVISORY COMPANY | PORREY LESLIE ASSOC., LLC | PORREY LESLIE AND ASSOCIATES, LLC | LESLIE GLOBAL WEALTH, LLC
CRD#: 128202 / SEC#: 801-106556
RIA
Registered Investment Advisory firm - (8/21/2015 Approved)Illinois
Registered Investment Advisory firm - (8/21/2015 Terminated)Texas
Registered Investment Advisory firm - (8/26/2015 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
500 Park Blvd Suite 1440, Itasca, IL 60143
Mailing Address
Po Box 782, Pewaukee, WI 53072
Phone number
(312) 946-1000
Established
Firm type
Fiscal year end
# of Employees
6
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 967 |
| AUM (Assets Under Management) | $ 405,113,707 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
