Mark A Degroat

Employer firm

Sc&H Wealth CRD 120666

$1.23B regulatory AUM 32 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2015 → 04/2018
  Capital One Investing, Llc
  Hanover, MD
• 01/2015 → 04/2018
  Capital One Advisors, Llc
  Hanover, MD
• 04/2018 → Present
  Sc&H Financial Advisors, Inc.
  Hunt Valley, MD

Previous Registrations

• 2015-01-28 → 2018-04-03
  Capital One Advisors, Llc
  Hanover, MD
  Mclean, VA
• 2010-04-26 → 2015-01-28
  Capital One Financial Advisors Llc
  Melville, NY
• 2009-02-12 → 2010-05-07
  Chevy Chase Financial Services
  Bethesda, MD
  Bethesda, MD

Other Businesses

1) SC&H GROUP, INC. // NOT INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SC&H GROUP, A TAX, AUDIT, CONSULTING AND INVESTMENT BANKING FIRM, IS THE PARENT COMPANY OF SC&H FINANCIAL ADVISORS, INC. SC&H GROUP IS THE EMPLOYER, BENEFITS AND PAYROLL PROVIDER FOR ALL SC&H EMPLOYEES. SC&H GROUP ALSO ORGANIZES AND DIRECTS CERTAIN CORPORATE, SOCIAL, COMMUNITY SERVICE AND TRAINING ACTIVITIES IN WHICH ALL SC&H EMPLOYEES MAY PARTICIPATE. // HOURS AS NEEDED IN THE NORMAL COURSE OF BUSINESS // NO SPECIFIC DUTIES FOR SC&H GROUP, INC. 2) LICENSED INSURANCE AGENT // INVESTMENT RELATED // 910 RIDGEBROOK ROAD; SPARKS, MD 21152 // SALE OF INSURANCE-RELATED PRODUCTS // AGENT // HOURS AS NEEDED IN COURSE OF NORMAL BUSINESS, MOST OF WHICH WILL BE DURING TRADING HOURS // DUTIES INCLUDE MAINTAINING APPOINTMENTS WITH CARRIERS AND THE SALE OF INSURANCE PRODUCTS TO CLIENTS WHERE APPROPRIATE.

Exams

• S66 Uniform Combined State Law Examination
  2007-08-14

Designations

• Certified Financial Planner
• Chartered Financial Consultant