MR
Mark A. Ragonese
PELICAN WEALTH ADVISORS
Bonita Springs, FL 34134
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CRD#: 7188118
MR
Professional summary
Mark Andrew Ragonese is a registered financial advisor currently at PELICAN WEALTH ADVISORS, LLC located in Bonita Springs, Florida.
Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mark has worked at 1 firm and has passed the Series 65 exam.
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.
BAUSCH HEALTH US, LLC; Estero, FL; NON-INVESTMENT RELATED; INTERNATIONAL CUSTOMER SERVICE EXPORT REPRESENTATIVE; 40 HOURS PER WEEK IN THIS BUSINESS PRACTICE; START 07/2017. MAR Financial LLC; CEO and owner, formed in January 2024; holding company for tax purposes. Minimal hours spent.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Andrew Ragonese'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®
NoneExperience
Current
November 21, 2019 - Present
PELICAN WEALTH ADVISORS, LLC
Office #1: 27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134RIA
CRD#: 153972
Bonita Springs, FL
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(11/21/2019)
Current Firm
PW
PELICAN WEALTH ADVISORS, LLC
PELICAN WEALTH ADVISORS, LLC
CRD#: 153972 / SEC#:
Florida
Registered Investment Advisory firm - (8/26/2010 Approved)New Jersey
Registered Investment Advisory firm - (12/10/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
27499 Riverview Center Blvd. #126, Bonita Springs, FL 34134
Mailing Address
Phone number
(239) 985-4097
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 300 |
| AUM (Assets Under Management) | $ 67,000,000 |
Red Flags
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