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Mark George Visnic

OAK GROVE CAPITAL, LLC·ALLISON PARK, Pennsylvania
Series 7, Series 63, Series 65Clean record16 years registeredOAK GROVE CAPITAL, LLC
2689 OAK HILL DRIVE, ALLISON PARK, PA 15101CRD# 4599450Firm CRD# 165465

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark George Visnic · ALLISON PARK, PA
Registration
CRD #4599450 · OAK GROVE CAPITAL, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

OAK GROVE CAPITAL, LLC
Nov 2012 – present
MID ATLANTIC FINANCIAL MANAGEMENT, INC.
Apr 2010 – Nov 2012
ALLISON PARK, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 22, 2010
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
OAK GROVE CAPITAL, LLC
CRD 165465 · SEC 801-112059
AUM
$341M
Regulatory assets under management
Employees
1
318 client accounts
Services offered by OAK GROVE CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at OAK GROVE CAPITAL, LLC →
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05

Frequently Asked Questions

What services does Mark George Visnic offer?
Mark George Visnic specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALLISON PARK, Pennsylvania for a consultation.
What are Mark George Visnic's credentials?
Mark George Visnic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark George Visnic located?
Mark George Visnic is based in ALLISON PARK, Pennsylvania, working with OAK GROVE CAPITAL, LLC. Their office serves clients in the ALLISON PARK metropolitan area and surrounding communities.
How does Mark George Visnic charge for services?
Mark George Visnic's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK GROVE CAPITAL, LLC?
OAK GROVE CAPITAL, LLC has approximately 1 employees and manages $341M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at OAK GROVE CAPITAL, LLC

Michael Merley
ALLISON PARK, PA

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