Mark Scordato
Mark Scordato is a registered investment advisor at J. W. Cole Advisors, INC., based in Sparta, NJ, with 23 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.
Location
60 Blue Heron Road, Suite 200, Sparta, NJ, 07871
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2020Other Business ActivitiesSells Insurance
Mark is an independent insurance agent offering fixed annuities, long-term care, and life insurance since 2005. He also serves as President/Creator of Redline WFO Productions, LLC, dedicating a few hours per week to creating a TV show concept.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Mark Scordato & Associates
Previous Registrations
Gelok, Scordato & Associates
Global Financial Private Capital, LLC
G.F. Investment Services, LLCBroker
Spc
Sammons Securities Company, LLCBroker
Gelok, Scordato & Associates
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
State Registrations8 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.