Mark Scalera, financial advisor Morristown NJ
81 score

Mark Scalera

CRD Number: 1196068
Current Firm: Pensionmark Financial Group, LLC

Mark Scalera (CRD# 1196068) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Morristown, NJ and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Pensionmark Securities LLC Santa Barbara, CA Aug 2017 - Current < 1
Pensionmark Financial Group, LLC Santa Barbara, CA Aug 2017 - Current < 1
Raymond James Financial Services, Inc. Morristown, NJ May 2016 - Aug 2017 1
Raymond James Financial Services Advisors Inc. Morristown, NJ May 2016 - Aug 2017 1
Morristown Wealth Management, LLP Morristown, NJ May 2016 - Aug 2017 1
Lpl Financial LLC Murray Hill, NJ Sep 2008 - May 2016 7
Morristown Wealth Management, LLP Morristown, NJ Jun 2009 - Aug 2013 4
National Planning Corporation Murray Hill, NJ May 1999 - Sep 2008 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1997
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
Get Details on the FINRA Advisor Check site
Contact Info for Mark Scalera
Phone Number: 888-201-5488
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    9,988
    MILLIONS
  • Total Number of Accounts
    3,170
    ACCOUNTS
  • Average Account Value
    $3,150,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY

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BADGES
81

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