MV
Mark Vlacovsky
CETERA INVESTMENT ADVISERS
Kent, OH 44240
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CRD#: 7566336
MV
Mark VlacovskyCETERA INVESTMENT ADVISERS
Professional summary
Mark Vlacovsky is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Kent, Ohio and CETERA WEALTH SERVICES, LLC located in Broadview Heights, Ohio.
Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Mark has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.
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.NAME OF OTHER BUSINESS: Financial Management Strategies INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: Independent Contractor START DATE: 06/2023 APX NUMBER OF HOURS PER WEEK: 30 APX NUMBER OF HOURS DURING TRADING HOURS: 30 BRIEF DESCRIPTION OF DUTIES: Work with clients to advise them under as permitted under my current licenses; 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 4/2022 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 1 POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SALES OF INSURANCE PRODUCTS; 3. NAME OF OTHER BUSINESS: PELICAN FINANCIAL MANAGEMENT, LLC INVESTMENT RELATED: NO ADDRESS: 7420 STATE ROUTE 43, KENT, OH 44240 NATURE OF BUSINESS: TAX SERVICES START DATE: 4/2023 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: COMPILATIONS - EFFECTIVELY COMMUNICATE WITH CLIENTS THE OBJECTIVES OF THE ENGAGEMENT, IMPLEMENT AND CARRY OUT THOSE OBJECTIVES, PERFORM GENERAL LEDGER ACCOUNT RECONCILIATIONS, PREPARE SUPPORTING SCHEDULES, PREPARE AND ANALYZE ACCRUALS, PREPARE FINANCIAL STATEMENTS. TAXATION - PREPARE CORPORATE, PARTNERSHIP, ESTATE, GIFT, AND INDIVIDUAL INCOME TAX RETURNS, PREPARE 1099'S AND 1096'S, W-2'S AND W-3'S. HIGHER EDUCATION CONSULTANT - CONSULTATION TO FINANCIAL OPERATIONS TO INCLUDE FEDERAL AND STATE LAWS AND REQUIREMENTS, REGULATORY AND COMPLIANCE REPORTING, PREPARATION OF EXECUTIVE REPORTS, ADVICE RELATED TO EXECUTIVE MATERIAL PREPARATION, AND SUPPORT FOR VARIOUS MATTERS AS THEY ARISE; 4. NAME OF OTHER BUSINESS: 1202-1206 SPANGLER LLC INVESTMENT RELATED: NO ADDRESS: 1202-1206 SPANGLER RD NE, CANTON, OH 44714 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: MEMBER START DATE: 7/2013 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR MANAGING THE PROPERTY, WHICH ENTAILS, SIGNING LEASES, COLLECTING RENT, AND HIRING THE NECESSARY PROFESSIONALS TO MAINTAIN THE PROPERTY; 5. NAME OF OTHER BUSINESS: 1731-1735 OBERLIN LLC INVESTMENT RELATED: NO ADDRESS: 1731-1735 OBERLIN COURT NW, CANTON, OH 44703 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: MEMBER START DATE: 7/2019 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .25 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR MANAGING THE PROPERTY, WHICH ENTAILS, SIGNING LEASES, COLLECTING RENT, AND HIRING THE NECESSARY PROFESSIONALS TO MAINTAIN THE PROPERTY; 6. NAME OF OTHER BUSINESS: 1126-1128 SPANGLER LLC INVESTMENT RELATED: NO ADDRESS: 1126-1128 SPANGLER RD NE, CANTON, OH 44714 NATURE OF BUSINESS: REAL ESTATE POSITION/TITLE/RELATIONSHIP: MEMBER START DATE: 4/2021 APX NUMBER OF HOURS PER WEEK: .25 APX NUMBER OF HOURS DURING TRADING HOURS: .0 BRIEF DESCRIPTION OF DUTIES: I AM RESPONSIBLE FOR MANAGING THE PROPERTY, WHICH ENTAILS, SIGNING LEASES, COLLECTING RENT, AND HIRING THE NECESSARY PROFESSIONALS TO MAINTAIN THE PROPERTY; 7. NAME OF OTHER BUSINESS: GREATER CLEVELAND CHAPTER OF BNI, INVESTMENT RELATED: NO, ADDRESS: 3500 PORTZ PKWY, SOLON, OH 44139, NATURE OF BUSINESS: NETWORKING, START DATE: 10/2025, POSITION/TITLE/RELATIONSHIP: VICE PRESIDENT, APX NUMBER OF HOURS PER WEEK: 5, NOT DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: REPORT WEEKLY MEMBER ACTIVITY, MEET MONTHLY TO DISCUSS MEMBERSHIP;
CRS (Client Relationship Summary) - RIA
Click below to view Mark Vlacovsky'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
July 31, 2026 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 7420 State Route 43 Kent, Oh, Usa 44240, Kent, OH, 44240Office #2: 9200 South Hills Blvd Ste 310, Broadview Heights, OH 44147RIA
CRD#: 105644
Kent, OH
Current
June 27, 2023 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 9200 South Hills Blvd Ste 310, Broadview Heights, OH 44147BD
CRD#: 13572
BROADVIEW HEIGHTS, OH
Past
August 1, 2022 - March 10, 2023
W&S BROKERAGE SERVICES, INC.
BD
CRD#: 8099
CANTON, OH
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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
Ohio(6/28/2023)
IAR
Ohio(7/31/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 8/1/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
Red Flags
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Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Kent, OH 44240TRUST BUT VERIFY
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