Mark Adam Scanlan
Investment adviser representative at Vestmark Advisory Solutions, Inc.
13 yearsExperience
2 statesRegistered in
$49.9BFirm assets
8 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Vestmark Advisory Solutions, Inc.Dec 2025 to now
- Vestmark, Inc.May 2025 to now
- Adhesion Wealth Advisor SolutionsMay 2023 to now
- Eqis Capital ManagementFeb 2013 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (MA, PA).
Vestmark Advisory Solutions, Inc.
$49.9BAssets managed
84,069Clients
8Advisers
8 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
- 4074031
- Firm CRD
- 221518