Unclaimed
Mark Robert Fitzpatrick is a Registered Investment Advisor with Scala Capital LLC. Mark has been in the industry since 2015 and is licensed in Texas and Florida. Mark holds the Series 3 license and the Chartered Financial Analyst designation. Mark specializes in investment advice for individuals, businesses, pooled investment vehicles and other investment advisors. Mark's firm, Scala Capital LLC, is also registered with the Securities and Exchange Commission.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
07/28/2017 - Present
Scala Capital LLC (MIAMI FL)
BC
Issued 02/02/2013
Series 3 - National Commodity Futures Examination
Active
Inactive
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