MZ
MZ

Mark Zapotosky

6 Years of Experience
Palmetto, FL
4 DisclosuresBroker

Mark Zapotosky is a registered investment advisor at Voya Financial Advisors, INC., based in Palmetto, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K

Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.

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Location

Palmetto, FL

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History

Regulatory History (4)
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.
Financial
August 2021
Final
Financial
May 2021
Final
Financial
May 2021
Final
Financial
March 2021
Final
Employment History
Current Registrations
Voya Financial Advisors, INC.
June 2024 - Present · 1 yr 11 mos
Voya Financial Advisors, INC.
June 2024 - Present · 1 yr 11 mos
Voya Financial Advisors, INC.Broker
June 2024 - Present · 1 yr 11 mos
Previous Registrations
Raymond James & Associates, INC.
November 2023 - June 2024 · 7 mos
Raymond James & Associates, INC.Broker
January 2022 - June 2024 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
January 2019 - March 2021 · 2 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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 Zapotosky - Financial Advisor | TrueAdvisor