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Mark Alexander Gravina

Investment adviser representative at Steward Partners Investment Advisory, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.7BFirm 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 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

Experience

11 years in the industry.

  1. Steward Partners Investment Advisory, LLCDec 2024 to now
  2. Steward Partners Global Advisory, LLCDec 2024 to now
  3. Steward Partners Investment Solutions, LLCDec 2024 to now
  4. The Colony Group, LLCJul 2022 to Dec 2024
  5. One Charles Private WealthApr 2022 to Jul 2022
  6. HightowerOct 2020 to Apr 2022
  7. Argent Wealth Management LLCFeb 2020 to Oct 2020
  8. Ameriprise Financial Services Inc.Jul 2019 to Feb 2020
  9. Ameriprise Finacial Services Inc.Jun 2018 to Aug 2018
  10. Ameriprise Financial Services Inc.May 2017 to Nov 2017
  11. Bryant UniversityJan 2017 to Jun 2019
  12. Texas Christian UniversityAug 2015 to Dec 2016

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2021
  • Series 63 · Uniform Securities Agent State Law2024

State registrations

Registered as an investment adviser representative in 3 states (MA, NH, TX).

Steward Partners Investment Advisory, LLC

$36.7BAssets managed
42,763Clients
480Advisers
10 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
6675299
Firm CRD
283004
Advisor's SEC record (opens in a new tab)
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