Mark
Mccall

Valley Brook Capital Group

CRD#7070336
Investment Advisor
in Venetia, PA

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About this Advisor

Mark Mccall is a financial advisor operating out of Venetia, Pennsylvania who has 4 years of industry experience. Mccall works at Valley Brook Capital Group. Over the course of their career, they have held roles at Mccall Scanlon & Tice, LLC and Valley Brook Capital Group, Inc Dba Mst Wealth Advisors, LLC. Mccall is registered to serve investors in Pennsylvania. Valley Brook Capital Group is a financial advisory firm operating out of Venetia, PA. The investment advisory business has offices in two locations and a total of seven employees. It handles $156 million in assets under management across its 319 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 319 customer accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. Valley Brook Capital Group performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial management fees usually depend on which services are offered. However, fees billed by Valley Brook Capital Group can include any combination of asset-based and hourly fees.

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

538 Valley Brook Road Suite 100
Venetia, PA 15367

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Valley Brook Capital Group Brokerage Details

Total Assets Under Management

$155,927,007

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

319

PA Average: 3,342
Average Account Size

$488,799

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Mark Mccall Work History

Mark has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Valley Brook Capital Group, Inc Dba Mst Wealth Advisors, LLC

2008 - Present (16 years)

Mccall Scanlon & Tice, LLC

*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 Mccall 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 Valley Brook Capital Group

Benjamin Martik
Venetia, PA
Robert Pulit
Venetia, PA
Richard Tice
Pittsburgh, PA
Daniel Yeager
Pittsburgh, PA
Mark Mccall
Venetia, PA
Jayme Russo
Venetia, PA
Gregory Martik
Venetia, PA

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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