Unclaimed Profile

Mark William Scionti

M3 ADVISORY GROUP, LLC·NEWTON, Massachusetts

Series 6, Series 22, Series 63, Series 6513 years registeredM3 ADVISORY GROUP, LLC

2227 WASHINGTON STREET, NEWTON, MA 02462CRD# 1425426Firm CRD# 156208

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark William Scionti · NEWTON, MA

Registration

CRD #1425426 · M3 ADVISORY GROUP, LLC · 13 years registered

Brand Profile

Not yet started

Career History

M3 ADVISORY GROUP, LLC

Feb 2020 – present

INTEGRATED WEALTH CONCEPTS LLC

Sep 2018 – Mar 2020

Rockland, MA

M3 ADVISORY GROUP, LLC

Feb 2015 – Nov 2018

NEEDHAM HEIGHTS, MA

M3 WEALTH ADVISORS, LLC

Jun 2014 – Dec 2015

NEWTON, MA

M3 ADVISORY GROUP, LLC

Nov 2012 – Jul 2014

NEWTON, MA

Registrations & Exams

FINRA examinations passed

Series 6

Series 22

Series 63

Series 65

Registration record

First registered · November 1, 2012

Years registered · 13

Disclosure History

2002Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

M3 ADVISORY GROUP, LLC

CRD 156208 · SEC 801-120905

AUM

$279M

Regulatory assets under management

Employees

563 client accounts

Services offered by M3 ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at M3 ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Mark William Scionti offer?

Mark William Scionti specializes in Financial Planning, Investment Management. Contact their office in NEWTON, Massachusetts for a consultation.

What are Mark William Scionti's credentials?

Mark William Scionti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark William Scionti located?

Mark William Scionti is based in NEWTON, Massachusetts, working with M3 ADVISORY GROUP, LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.

How does Mark William Scionti charge for services?

Mark William Scionti's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M3 ADVISORY GROUP, LLC?

M3 ADVISORY GROUP, LLC has approximately 8 employees and manages $279M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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