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Mark Coletta

26 Years of Experience
Colchester, CT
BrokerSells Insurance

Mark Coletta is a registered investment advisor, based in Colchester, CT, with 26 years of industry experience.

Location

55 Hayward Ave, Colchester, CT, 06415

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Mark is involved in several business activities, including being a board member for Friends of Lake Williams, a partner at Coletta & Coletta LLC, and the owner of Coletta Financial Associates and Marlyn Realty LLC. He also works as an independent insurance agent for various companies and as an advisory representative of a RIA, dedicating a significant amount of time to the latter.

Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
November 2020 - Present · 5 yrs 8 mos
Cambridge Investment Research, INC.Broker
November 2020 - Present · 5 yrs 8 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2015 - December 2020 · 5 yrs 7 mos
Raymond James Financial Services, INC.Broker
May 2015 - December 2020 · 5 yrs 7 mos
H.D. Vest Advisory Services, INC
November 1999 - May 2015 · 15 yrs 6 mos
Hd Vest Investment ServicesBroker
July 1999 - May 2015 · 15 yrs 10 mos
State Registrations8 states
CTFLMANHPARISCVA
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.
Mark Coletta - Financial Advisor | TrueAdvisor