AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MR

Mark V. Rollinson

HUTCHISON WHITEHEAD WEALTH MANAGEMENT
Canonsburg, PA 15317
Some features on this profile are disabled
CRD#: 6891387
MR

Professional summary


Mark Vincent Rollinson is a registered financial advisor currently at HUTCHISON WHITEHEAD WEALTH MANAGEMENT located in Canonsburg, Pennsylvania.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Mark has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
Mark currently serves in an accounting role as the Chief Financial Officer of Universal Scaffolding Systems (USS). He began this position on 9.20.2020 and continues to this day. The address of USS is 550 West New Castle Street, Zelienople, PA 16063.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mark Vincent Rollinson'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®
None

Experience


Current

January 26, 2018 - Present

HUTCHISON WHITEHEAD WEALTH MANAGEMENT

Office #1: 1800 Main Street Suite 220, Canonsburg, PA 15317
RIA
CRD#: 129716
Canonsburg, PA

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
Pennsylvania
(1/26/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/26/2018
Uniform Investment Adviser Law Examination

Current Firm


HW
HUTCHISON WHITEHEAD WEALTH MANAGEMENT
AXIOM FINANCIAL GROUP, LLC | HUTCHISON WHITEHEAD, LLC | HUTCHISON WHITEHEAD WEALTH MANAGEMENT | AXION FINANCIAL GROUP, LLC | AXION FINANCIAL GROUP

CRD#: 129716 / SEC#:

Colorado
Registered Investment Advisory firm - (3/18/2025 Approved)
Pennsylvania
Registered Investment Advisory firm - (1/8/2004 Approved)
Texas
Registered Investment Advisory firm - (5/13/2025 Conditional Restricted)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
1800 Main Street Suite 220, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 873-8755
Established
Firm type
Fiscal year end
# of Employees
4

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts348
AUM (Assets Under Management)$ 78,036,974

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.

Company Information


HUTCHISON WHITEHEAD WEALTH MANAGEMENT

CRD#: 129716Canonsburg, PA 15317

TRUST BUT VERIFY

Monitor Mark Rollinson

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Edmund Joseph Vilsack JR
Edmund VilsackAdvisorCheck Check Mark
JANNEY MONTGOMERY SCOTT LLC
IAR
RR
Canonsburg, PA
Lee Craig Oleinick
Lee OleinickAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Boca Raton, FL
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics