Unclaimed Profile

Mark Anthony Faccone

THE PRIVATE CLIENT ADVISORY GROUP, LLC·MANASQUAN, New Jersey

SIE, Series 7, Series 63, Series 65CFP23 years registeredTHE PRIVATE CLIENT ADVISORY GROUP, LLC

2517 HIGHWAY 35, MANASQUAN, NJ 08736CRD# 3112389Firm CRD# 311221

Profile Verification

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

Identity

Mark Anthony Faccone · MANASQUAN, NJ

Registration

CRD #3112389 · THE PRIVATE CLIENT ADVISORY GROUP, LLC · 23 years registered

Brand Profile

Not yet started

Career History

THE PRIVATE CLIENT ADVISORY GROUP, LLC

Jan 2021 – present

FORTIS GROUP ADVISORS LLC

Apr 2018 – Mar 2021

Red Bank, NJ

LPL FINANCIAL LLC

Feb 2018 – Aug 2018

Toms River, NJ

INVEST FINANCIAL CORPORATION

May 2005 – Feb 2018

toms river, NJ

BANC OF AMERICA INVESTMENT SERVICES, INC.

Oct 2004 – May 2005

FORKED RIVER, NJ

QUICK & REILLY, INC.

Nov 2002 – Oct 2004

SHIP BOTTOM, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · November 21, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

2003Customer Dispute·Denied

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

THE PRIVATE CLIENT ADVISORY GROUP, LLC

CRD 311221 · SEC 801-120118

AUM

$33M

Regulatory assets under management

Employees

154 client accounts

Services offered by THE PRIVATE CLIENT ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE PRIVATE CLIENT ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Anthony Faccone offer?

Mark Anthony Faccone specializes in Financial Planning, Investment Management. Contact their office in MANASQUAN, New Jersey for a consultation.

What are Mark Anthony Faccone's credentials?

Mark Anthony Faccone holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Anthony Faccone located?

Mark Anthony Faccone is based in MANASQUAN, New Jersey, working with THE PRIVATE CLIENT ADVISORY GROUP, LLC. Their office serves clients in the MANASQUAN metropolitan area and surrounding communities.

How does Mark Anthony Faccone charge for services?

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

How large is THE PRIVATE CLIENT ADVISORY GROUP, LLC?

THE PRIVATE CLIENT ADVISORY GROUP, LLC has approximately 5 employees and manages $33M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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