Managing Member, Chief Compliance Officer · Private Client Advisor Group, LLC
Mark E. Stratton
CRD 1894252 · Named on Form ADV at one SEC-registered adviser
At a glance
Private Client Advisor Group, LLC, an SEC-registered wealth manager based in Palm City, FL with $110 million in regulatory assets, lists Mark E. Stratton on its Form ADV as Managing Member, Chief Compliance Officer, a control person.
Firms and roles
- Private Client Advisor Group, LLCManaging Member, Chief Compliance OfficerWealth manager · Palm City, FL · $110M in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.