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MM

Mark S. Mccall

Some features on this profile are disabled
CRD#: 7070336
MM

Professional summary

Being a previously registered professional could mean that this person 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.

Mark Steven Mccall, who also goes by Mark Mccall, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2019. Mark had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mark Mccall

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.

Blog Corner

CRS (Client Relationship Summary)

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

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

Past

February 11, 2019 - January 13, 2026

VALLEY BROOK CAPITAL GROUP

RIA
CRD#: 122460
Kittanning, PA

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".
VB
VALLEY BROOK CAPITAL GROUP
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.

CRD#: 122460 / SEC#: 801-113710

RIA
Registered Investment Advisory firm - (7/27/2018 Approved)
Ohio
Registered Investment Advisory firm - (4/21/2005 Terminated)
Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

Current Firm

VB
VALLEY BROOK CAPITAL GROUP
BLUESTONE CAPITAL MANAGEMENT | VALLEY BROOK CAPITAL GROUP, INC. | VALLEY BROOK CAPITAL GROUP | RETIREMENT ADVISORS, INC. | MST WEALTH ADVISORS, LLC | BLUESTONE WEALTH ADVISORS, INC.

CRD#: 122460 / SEC#: 801-113710

RIA
Registered Investment Advisory firm - (7/27/2018 Approved)
Ohio
Registered Investment Advisory firm - (4/21/2005 Terminated)
Pennsylvania
Registered Investment Advisory firm - (8/22/2018 Terminated)
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Contact information

Main Address
538 Valley Brook Road Suite 100, Venetia, PA 15367
Mailing Address
Phone number
(724) 941-8625
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A MSTWA (3/5/2025)
FORM ADV PART 2A (3/5/2025)

Regulatory assets under management

Total Number of Accounts313
AUM (Assets Under Management)$ 192,166,993

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

VALLEY BROOK CAPITAL GROUP

CRD#: 122460

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