Mark Anthony Gargano

Employer firm

National Wealth Management Group, LLC CRD 174883

$535M regulatory AUM 18 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 05/2025
  Dynamic Wealth Advisors
  Scottsdale, AZ
• 05/2025 → Present
  National Wealth Management Group
  Brentwood, TN
• 11/2023 → Present
  L3 Holdings Inc.
  Brentwood, TN

Previous Registrations

• 2011-10-25 → 2019-07-01
  Dynamic
  Richmond, VA
  Phoenix, AZ
  Atlanta, GA
• 2009-09-09 → 2011-11-10
  Morgan Stanley
  Atlanta, GA
• 2007-12-13 → 2009-09-30
  Lpl Financial Llc
  Atlanta, GA
  Kennesaw, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-05-21
• S66 Uniform Combined State Law Examination
  2007-12-11
• S63 Uniform Securities Agent State Law Examination
  2007-11-16