Unclaimed Profile

Mark Georges Ghafari

STRATEGIES WEALTH ADVISORS, LLC·GRAND RAPIDS, Michigan

SIE, Series 7, Series 66Clean record10 years registeredSTRATEGIES WEALTH ADVISORS, LLC

171 MONROE AVE. NW, GRAND RAPIDS, MI 49503CRD# 6583090Firm CRD# 289913

Profile Verification

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

Identity

Mark Georges Ghafari · GRAND RAPIDS, MI

Registration

CRD #6583090 · STRATEGIES WEALTH ADVISORS, LLC · 10 years registered

Brand Profile

Not yet started

Career History

INNOVIA WEALTH, LLC

Jan 2020 – present

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Feb 2016 – Jan 2020

GRAND RAPIDS, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 23, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIES WEALTH ADVISORS, LLC

CRD 289913 · SEC 801-112177

AUM

$2.2B

Regulatory assets under management

Employees

3,183 client accounts

Services offered by STRATEGIES WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIES WEALTH ADVISORS, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in GRAND RAPIDS?

Browse all registered financial advisors in GRAND RAPIDS, Michigan or claim this profile if it's yours.

Browse GRAND RAPIDS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Georges Ghafari offer?

Mark Georges Ghafari specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.

What are Mark Georges Ghafari's credentials?

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

Where is Mark Georges Ghafari located?

Mark Georges Ghafari is based in GRAND RAPIDS, Michigan, working with STRATEGIES WEALTH ADVISORS, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.

How does Mark Georges Ghafari charge for services?

Mark Georges Ghafari'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 STRATEGIES WEALTH ADVISORS, LLC?

STRATEGIES WEALTH ADVISORS, LLC has approximately 26 employees and manages $2.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →