Investment adviser representative · Pettinga Financial Advisors, LLC
Mark V. Pettinga
CRD 2535819 · Vero Beach, FL
At a glance
Mark V. Pettinga is an investment adviser representative with Pettinga Financial Advisors, LLC in Vero Beach, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 1996, about 30 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Pettinga Financial Advisors, LLCSince December 2011Vero Beach, FL · $1.3B in regulatory assets
SEC adviser record
- Registered since
- 1996 (30 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.