Mark
Ventura

Morgan Stanley

CRD#5800736
Investment Advisor
in Cleveland, OH

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About this Advisor

Mark Ventura is a financial advisor based in Cleveland, Ohio with 5 years of relevant experience. Ventura is an employee of Morgan Stanley. Over the course of their career, they have held roles at Charles Schwab & Co., Inc, Nations Lending Corporation, Advertising Vehicles, Valley Hino Truck, Quicken Loans, Pnc Investments and Morgan Stanley. Ventura holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Ohio and Texas. Morgan Stanley is an advisory company headquartered in Purchase, NY. The investment advisory business has offices in 930 locations and a total of 28,000 people on staff. It has $1 trillion in assets among its 2,233,188 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 30,383 charities and foundations. Of its 2,233,188 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. Morgan Stanley has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial management largely are based on which service is provided. Fees charged by Morgan Stanley can include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Office Location

31099 Chagrin Boulevard
Cleveland, OH 44124

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,185,061,196,999

OH Average: $7,464,549,021
Total Number of Employees

28,000

OH Average: 88
Total Number of Accounts

2,233,188

OH Average: 3,892
Average Account Size

$530,659

OH Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mark Ventura Work History

Mark has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Morgan Stanley

2018 - 2018 (< 1 year)

Pnc Investments

2015 - 2018 (3 years)

Charles Schwab & Co., Inc

2014 - 2015 (1 year)

Nations Lending Corporation

2014 - 2014 (< 1 year)

Advertising Vehicles

2013 - 2014 (1 year)

Valley Hino Truck

2011 - 2013 (2 years)

Quicken Loans

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Ventura to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Morgan Stanley

Janelle Williams
Billings, MT
Justin Yip
Menlo Park, CA
Seth Hart
New York, NY
Allan House
Baltimore, MD
Charles Doering
Walnut Creek, CA
Johnny Williams
Columbia, SC
Calvin Mason
Pueblo, CO
William Dilodovico
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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