Mark Christopher Connell
Investment adviser representative at Financial & Tax Architects, LLC
13 yearsExperience
1 stateRegistered in
$506.2MFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Financial & Tax Architects, LLCSep 2026 to now
- Aion RetirementDec 2025 to now
- Regal Investment AdvisorsApr 2026 to Sep 2026
- ProvisionJun 2025 to Dec 2025
- Paga, LLCAug 2022 to May 2025
- Gateway ChurchAug 2013 to Aug 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial & Tax Architects, LLC
$506.2MAssets managed
1,574Clients
38Advisers
7 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
- 4260520
- Firm CRD
- 119169