Mark Anthony Gargano
Investment adviser representative at National Wealth Management Group, LLC
15 yearsExperience
2 statesRegistered in
$534.9MFirm assets
11 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
15 years in the industry.
- National Wealth Management Group, LLCMay 2025 to now
- L3 Holdings Inc.Nov 2023 to now
- Dynamic Wealth AdvisorsOct 2011 to May 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, TN).
National Wealth Management Group, LLC
$534.9MAssets managed
1,314Clients
17Advisers
11 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
- 4447940
- Firm CRD
- 174883