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INVESTMARK ADVISORY GROUP LLC

SHELTON, CT · CRD 121060 · IAPD ↗ · investmark.net · 203-953-3777

$929.7MRegulatory AUM
10Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
16States
4Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2025 — INVESTMARK ADVISORY GROUP LLC notice-filed in CA, DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — INVESTMARK ADVISORY GROUP LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.