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Mark Christopher Scalzo

Validex Global Investing

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About Mark Christopher Scalzo

Mark Christopher Scalzo is an investment advisor representative with Validex Global Investing. Mark has been in the industry since 2001 and holds a Series 7, Series 24, and Series 65 licenses. Mark has prior experience with Lucia Securities, LLC, Aletehia Securities, Inc., and Putnam Lovell NBF Securities Inc. Validex Global Investing specializes in portfolio management for businesses, individuals, and investment companies.

Firm Information

Mark Scalzo is currently registered with Validex Global Investing. Validex Global Investing is an investment advisor based in SAN DIEGO, CA, United States. They provide investment advisory services including research, model portfolios, and intellectual property licensing. Their client base includes investment companies, other investment advisors, and individuals. Validex Global Investing manages approximately $248,652,766 in assets.
Validex Global Investing

13400 SABRE SPRINGS PARKWAY

SAN DIEGO, CA 92128

$248.65M

Assets Under Management

2

Total Clients

2

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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research, model portfolios, intellectual property licensing

Research, model portfolios, intellectual property licensing

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 Scalzo’s Registration & Firm History

CA

01/01/2025 - Present

Validex Global Investing (SAN DIEGO CA)

CA

07/07/2014 - 09/02/2020

LUCIA SECURITIES, LLC (SAN DIEGO CA)

CA

01/30/2009 - 02/22/2013

ALETHEIA SECURITIES, INC., (SANTA MONICA CA)

CA

04/20/2001 - 11/22/2006

PUTNAM LOVELL NBF SECURITIES INC. (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 04/16/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/18/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Christopher Scalzo.
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