Mark Scalera is a registered investment advisor, based in Lebanon, NJ, with 40 years of industry experience.
Location
Lebanon, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Mark owns Benefitmark, a non-variable insurance and employee benefits brokerage and consulting business, dedicating about 10-20% of his time. He also acts as POA & Executor for the Estate of Frank & Louise Scalera, spending minimal time overseeing their personal financial activities.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Pensionmark Financial Group, LLC
Pensionmark Securities, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Morristown Wealth Management, LLP
LPL Financial LLCBroker
LPL Financial LLC
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Advantage Capital CorporationBroker
New England SecuritiesBroker
Travelers Equities Sales, INC.Broker
Pruco Securities CorporationBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.