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Mark Christopher Scalzo

Investment adviser representative at Validex Global Investing
8 yearsExperience
1 stateRegistered in
$352.9MFirm assets
12 yearsFirm 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 feePerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

8 years in the industry.

  1. Validex Global InvestingJan 2025 to now
  2. Validus Growth Investors LLCNov 2012 to now
  3. Lucia Capital ManagementJul 2014 to Jan 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 1 state (CA).

Validex Global Investing

Legal name: Validus Growth Investors, LLC

$352.9MAssets managed
9Clients
2Advisers
12 yearsIn 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
2365455
Firm CRD
166575
Advisor's SEC record (opens in a new tab)
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