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MS

Mark D. Skolka

Some features on this profile are disabled
CRD#: 7689950
MS

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 Daniel Skolka, who also goes by Mark Daniel Skolka, Mark Skolka, was a registered financial professional .

Mark is a previously registered financial professional and started their career in finance in 2024. Mark had worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Mark Daniel Skolka | Mark Skolka

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 7, 2025 - May 14, 2026

MERIT FINANCIAL ADVISORS

RIA
CRD#: 142457
Hershey, PA
Past

February 7, 2025 - May 7, 2026

PURSHE KAPLAN STERLING INVESTMENTS

BD
CRD#: 35747
Hershey, PA
Past

September 3, 2024 - February 11, 2025

OSAIC ADVISORY SERVICES, LLC

RIA
CRD#: 171070
Hershey, PA
Past

August 23, 2024 - February 11, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
Hershey, PA
Past

July 18, 2024 - August 23, 2024

TRIAD ADVISORS LLC

BD
CRD#: 25803
Hershey, 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".
MERIT FINANCIAL ADVISORS
MERIT FINANCIAL ADVISORS
ALLEGIANCE ADVANTAGE GROUP | WORKSITE FINANCIAL WELLNESS | WEALTH REALM | UNION FINANCIAL ADVISORS | THE RETIREMENT COACH | THE MERIT RETIREMENT ADVANTAGE | THE FAMILY HUG | SIMPLIFIED FINANCIAL | SHARP ADVISORS | SAFEGUARD WEALTH MANAGEMENT | REASON FINANCIAL | PRICE FINANCIAL GROUP | PIONEER FINANCIAL | NEXTSTAGE CONSULTING | MERSBERGER FINANCIAL GROUP | MERIT WEALTH ADVISORS | MERIT FINANCIAL INC | MERIT FINANCIAL GROUP, LLC | MERIT FINANCIAL ADVISORS LLC | MERIT FINANCIAL ADVISORS | MERIT 401(K) MAXIMIZER | MERIT | KIRSCH & ASSOCIATES | KING FINANCIAL PARTNERS | INDEPENDENT ADVISOR PARTNERS | GUIDED CAPITAL WEALTH MANAGEMENT | GLOBAL WEALTH ADVISORS | FINANCIAL DEVELOPMENT SYSTEMS | FIDUCIARY SERVICES | CPA RETIREMENT NETWORK | CONSILIUM FINANCIAL GROUP | CONSILIUM ASSOCIATES | BOTSFORD PRIVATE WEALTH | BOTSFORD FINANCIAL GROUP | BOTSFORD FINANCIAL | BLUHAWK WEALTH MANAGEMENT | BAUTZ FAMILY FINANCIAL | ALLEGIANCE RETIREMENT SOLUTIONS | ALLEGIANCE FINANCIAL STRATEGIES GROUP

CRD#: 142457 / SEC#: 801-67462

RIA
Registered Investment Advisory firm - (1/31/2007 Approved)

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

State Security Law Exam
RR
IAR
Series 66
Date: 8/16/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 7/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/24/2024
Securities Industry Essentials Examination

Current Firm

MERIT FINANCIAL ADVISORS
MERIT FINANCIAL ADVISORS
ALLEGIANCE ADVANTAGE GROUP | WORKSITE FINANCIAL WELLNESS | WEALTH REALM | UNION FINANCIAL ADVISORS | THE RETIREMENT COACH | THE MERIT RETIREMENT ADVANTAGE | THE FAMILY HUG | SIMPLIFIED FINANCIAL | SHARP ADVISORS | SAFEGUARD WEALTH MANAGEMENT | REASON FINANCIAL | PRICE FINANCIAL GROUP | PIONEER FINANCIAL | NEXTSTAGE CONSULTING | MERSBERGER FINANCIAL GROUP | MERIT WEALTH ADVISORS | MERIT FINANCIAL INC | MERIT FINANCIAL GROUP, LLC | MERIT FINANCIAL ADVISORS LLC | MERIT FINANCIAL ADVISORS | MERIT 401(K) MAXIMIZER | MERIT | KIRSCH & ASSOCIATES | KING FINANCIAL PARTNERS | INDEPENDENT ADVISOR PARTNERS | GUIDED CAPITAL WEALTH MANAGEMENT | GLOBAL WEALTH ADVISORS | FINANCIAL DEVELOPMENT SYSTEMS | FIDUCIARY SERVICES | CPA RETIREMENT NETWORK | CONSILIUM FINANCIAL GROUP | CONSILIUM ASSOCIATES | BOTSFORD PRIVATE WEALTH | BOTSFORD FINANCIAL GROUP | BOTSFORD FINANCIAL | BLUHAWK WEALTH MANAGEMENT | BAUTZ FAMILY FINANCIAL | ALLEGIANCE RETIREMENT SOLUTIONS | ALLEGIANCE FINANCIAL STRATEGIES GROUP

CRD#: 142457 / SEC#: 801-67462

RIA
Registered Investment Advisory firm - (1/31/2007 Approved)
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Contact information

Main Address
2400 Lakeview Parkway Suite 550, Alpharetta, GA 30009
Mailing Address
Phone number
(678) 867-7050
Established
Firm type
Fiscal year end
# of Employees
279

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MERIT FINANCIAL GROUP, LLC BROCHURE (9/12/2025)
MERIT FINANCIAL GROUP WRAP FEE PROGRAM BROCHURE (3/3/2025)

Regulatory assets under management

Total Number of Accounts31,882
AUM (Assets Under Management)$ 10,576,048,244

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

MERIT FINANCIAL ADVISORS

MERIT FINANCIAL ADVISORS

CRD#: 142457

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