Mark Zagrocki, financial advisor Beachwood OH
69 score

Mark Zagrocki

CRD Number: 5628474
Current Firm: Advice And Planning Services

Mark Zagrocki (CRD# 5628474) is an Investment Advisor Representative working at Advice And Planning Services in Beachwood, OH and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Dublin, OH Feb 2012 - Current 6
Tiaa Dublin, OH Feb 2012 - Current 6
Bank Of America, N.a. Hudson, OH Nov 2011 - Feb 2012 < 1
Merrill Lynch, Pierce, Fenner & Smith, Inc. Hudson, OH Jun 2011 - Feb 2012 < 1
Wachovia Securities Westlake, OH Dec 2008 - Jun 2011 2
Unemployed Broadview Heights, OH Oct 2008 - Dec 2008 < 1
Tele-communications Inc. Brookpark, OH Sep 2008 - Oct 2008 < 1
Eagle Nationwide Mortgage North Royalton, OH Dec 2007 - Sep 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Mark P. Zagrocki
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    21,673
    MILLIONS
  • Total Number of Accounts
    55,750
    ACCOUNTS
  • Average Account Value
    $388,745
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
69

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