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Mark William Scionti

M3 ADVISORY GROUP, LLC·NEWTON, Massachusetts
Clean recordM3 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mark William Scionti is a registered financial advisor based in NEWTON, Massachusetts, affiliated with M3 ADVISORY GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
M3 ADVISORY GROUP, LLC
M3 ADVISORY GROUP, LLC
AUM
$279M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at M3 ADVISORY GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1425426
Firm CRD# 156208
View on FINRA BrokerCheck →

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05

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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Other Advisors at M3 ADVISORY GROUP, LLC

John Daniel Jeffries
NEEDHAM HEIGHTS, MA
Nicholas Paul Jeffries
NEEDHAM HEIGHTS, MA

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Research
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