Mark
Zonno

W&S Brokerage Services, Inc

CRD#3194096
Investment Advisor
in Cranberry Township, PA

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About this Advisor

Mark Zonno is a financial advisor based in Cranberry Township, Pennsylvania, working with W&S Brokerage Services, Inc. Mark has previously held positions at Fidelity Investments, Pnc Investments, Retired, W&S Brokerage Services, Pnc Investments, LLC, The Prudential Insurance Company Of America, Pruco Securities LLC, Citizens Securities, Inc, Lpl Financial LLC, Northwest Bank, and Western & Southern Life. Mark has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Mark is part of W&S Brokerage Services, Inc, which operates out of Cranberry Township, Pennsylvania. The firm has 57 offices and 85 employees. The firm manages assets totaling $122.9 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at W&S Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

600 Cranberry Woods Drive Ste 225
Cranberry Township, PA 16066

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W&S Brokerage Services, Inc Brokerage Details

Total Assets Under Management

$122,864,622

PA Average: $2,106,341,625
Total Number of Employees

85

PA Average: 34
Total Number of Accounts

451

PA Average: 1,972
Average Account Size

$272,427

PA Average: $1,068,125

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mark Zonno Work History

2022 - Present (2 years)

W&S Brokerage Services

2022 - Present (2 years)

Western & Southern Life

2021 - 2022 (1 year)

Retired

2021 - 2021 (< 1 year)

Lpl Financial LLC

2021 - 2021 (< 1 year)

Northwest Bank

2019 - 2019 (< 1 year)

The Prudential Insurance Company Of America

2019 - 2019 (< 1 year)

Pruco Securities LLC

2019 - 2021 (2 years)

Citizens Securities, Inc

2016 - 2016 (< 1 year)

Pnc Investments

2016 - 2019 (3 years)

Pnc Investments, LLC

2011 - 2016 (5 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Mark Zonno 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 W&S Brokerage Services, Inc

Jeffry Risser
Findlay, OH
David Goldman
Owings Mills, MD
Jared Bovinet
Greenville, SC
Jonathan Levine
Indianapolis, IN
Remington Taylor
Cincinnati, OH
Vivienne Ather
Jacksonville, FL
Cindy Tsai
Cincinnati, OH
David Adamson
Orland Park, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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