Mark Nicholas Paccione
Investment adviser representative at Eqv Advisory, LLC
21 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$106.8MFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Eqv Advisory, LLCSep 2025 to now
- UnemployedMay 2024 to Sep 2025
- Curi Rmb Capital LLCJan 2024 to May 2024
- Curi Wealth Management, LLCJun 2019 to Jan 2024
- Capfinancial Securities, LLCOct 2005 to May 2019
- CaptrustOct 2005 to May 2019
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 1 state (NC).
Eqv Advisory, LLC
$106.8MAssets managed
21Clients
5Advisers
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
- 4775789
- Firm CRD
- 338271