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Mark Anthony Pomeroy

Ascent Capital Partners, LLC

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About Mark Anthony Pomeroy

Mark Pomeroy is a financial advisor currently affiliated with Ascent Capital Partners, LLC. Mark has over 15 years of experience in the financial services industry. Mark has a CFP designation and holds a Series 66 and Series 7 securities license. Prior to joining Ascent Capital Partners, LLC, Mark was affiliated with USAA Financial Advisors, Inc. and USAA Investment Management Company. Mark is registered to provide investment advisory services in Arizona and Texas.

Firm Information

Mark Pomeroy is currently registered with Ascent Capital Partners, LLC. Ascent Capital Partners, LLC is an investment advisor with 1 licensed agent and 3 investment advisor representatives. The firm manages approximately $65,966,756 in assets, primarily for high-net-worth individuals and pooled investment vehicles. They offer financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors.

$65.97M

Assets Under Management

Not reported

Total Clients

3

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Mark Pomeroy’s Registration & Firm History

AZ

03/08/2021 - Present

Ascent Capital Partners, LLC (SCOTTSDALE AZ)

TX

08/31/2007 - 03/17/2017

USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)

AZ

01/05/2004 - 12/31/2007

USAA INVESTMENT MANAGEMENT COMPANY (PHOENIX AZ)

MN

04/17/2003 - 11/19/2003

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

04/17/2003 - 11/19/2003

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 04/28/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/17/2017

SIE - Securities Industry Essentials Examination

BC

Issued 04/15/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Anthony Pomeroy.
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