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Mark Anthony Zembo

Elevage Partners, LLC

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About Mark Anthony Zembo

Mark Zembo is a financial advisor with Elevage Partners, LLC. Mark has over 16 years of experience in the financial services industry. Mark specializes in financial planning, portfolio management for individuals and pooled investment vehicles. Mark is registered with the state of Massachusetts and Arizona.

Firm Information

Mark Zembo is currently registered with Elevage Partners, LLC. Elevage Partners, LLC is a Reno, NV-based investment advisor with approximately $143.8 million in regulatory assets under management. The firm provides financial planning and portfolio management services to high-net-worth individuals, corporations, other businesses, individuals, and pooled investment vehicles.
Elevage Partners, LLC

5470 KIETZKE LANE

RENO, NV 89511

$143.78M

Assets Under Management

Not reported

Total Clients

5

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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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 Zembo’s Registration & Firm History

OH

06/03/2021 - Present

Elevage Partners, LLC (Sunbury OH)

OH

01/15/2007 - 03/16/2020

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

07/22/2003 - 03/18/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

MN

01/02/1997 - 07/10/1998

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

01/02/1997 - 07/10/1998

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 05/07/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/26/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/07/2008

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2018

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 07/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/31/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Mark Anthony Zembo. Review regulatory record here.
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