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Mark A Degroat

Sc & h Wealth

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About Mark A Degroat

Mark Degroat is a financial advisor who has been in the industry since 2006. Mark currently works at Sc&h Wealth, where he is a Registered Representative. Mark holds a Series 66 license, a Series 7 license and the SIE exam. Mark is also a Certified Financial Planner and Chartered Financial Consultant. Mark's previous experience includes working at CAPITAL ONE INVESTING, LLC, CAPITAL ONE INVESTMENT SERVICES LLC, CHEVY CHASE FINANCIAL SERVICES and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.

Firm Information

Mark Degroat is currently registered with Sc & h Wealth. Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.
Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mark Degroat’s Registration & Firm History

MD

09/07/2022 - Present

Sc&h Wealth (SPARKS MD)

MD

01/02/2015 - 04/03/2018

CAPITAL ONE INVESTING, LLC (FREDERICK MD)

MD

04/26/2010 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (FREDERICK MD)

MD

02/19/2009 - 05/01/2010

CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)

MD

09/11/2006 - 01/23/2009

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLUMBIA MD)

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Licenses & Designations

BOTH

Issued 08/14/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/03/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark A Degroat.
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