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Mark Sicilia

Wells Fargo Advisors
38 Years of Experience
Bethesda, MD
3 DisclosuresBroker
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Mark Sicilia is a registered investment advisor at Wells Fargo Advisors, based in Bethesda, MD, with 38 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

7200 Wisconsin Ave, Ste 903, Bethesda, MD, 20814

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2001
Denied
Customer Dispute
September 2000
Denied
Customer Dispute
February 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Mark owns 100% of Perspective Wealth Management LLC, a financial practice. This activity takes nearly full-time hours, with a significant portion during trading hours.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
April 2024 - Present · 2 yrs 1 mo
Wells Fargo Advisors
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Wells Fargo Advisors
July 2001 - April 2024 · 22 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2001 - April 2024 · 22 yrs 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1996 - June 2001 · 4 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
October 1992 - November 1996 · 4 yrs 1 mo
Janney Montgomery Scott INC.Broker
January 1988 - October 1992 · 4 yrs 9 mos
Intervest Securities, INC.Broker
September 1987 - December 1987 · 3 mos
State Registrations26 states
AZCACOCTDEFLGAILMAMDMENCNHNJNMNVNYOHORPARISCTNTXVAWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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