Mark Phillip Pinzone
Investment adviser representative at M3 Wealth Management
31 yearsExperience
2 statesRegistered in
$160.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
31 years in the industry.
- M3 Wealth Management, LLCMay 2025 to now
- The Leaders Group, LLCMay 2025 to now
- Brunswick City School DistrictSep 1995 to now
- Berson Sokol AgencyJun 1995 to now
- Financial AdviserNov 2019 to Apr 2023
- L.M. Kohn & CompanyOct 2015 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
M3 Wealth Management
Legal name: M3 Wealth Management, LLC
$160.2MAssets managed
486Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2252556
- Firm CRD
- 335612