Mark Anthony Ventura

Employer firm

Stratos Wealth Partners, Ltd CRD 153184

$18.6B regulatory AUM 376 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

• 06/2015 → 02/2018
  Charles Schwab & Co., Inc.
  Richfield, OH
• 04/2018 → 10/2018
  Pnc Investments
  Cleveland, OH
• 10/2018 → 10/2023
  Morgan Stanley
  Pepper Pike, OH
• 10/2023 → Present
  Lpl Financial
  Chagrin Falls, OH
• 10/2023 → Present
  Stratos Wealth Partners, Ltd.
  Chagrin Falls, OH

Previous Registrations

• 2018-11-01 → 2023-10-06
  Morgan Stanley
  Pepper Pike, OH
• 2018-04-13 → 2018-11-01
  Pnc Wealth Management Llc
  Cleveland, OH
• 2016-03-04 → 2018-03-22
  Charles Schwab & Co., Inc.
  Richfield, OH

Other Businesses

1.10/02/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Whiteblaze Wealth Management; Investment Related; at Reported Business Location(s); Start Date 10/02/2023; 160hrs/mth; 8hrs during trading 2.10/04/2023; Stratos Wealth Partners; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 10/02/2023; 160hrs/mth; 8hrs during trading; 3.05/22/2026; Mark Ventura; Business Owner; Not Investment Related; Westlake,OH; Start Date 05/19/2026; 6hrs/mth; 0hrs during trading

Exams

• S66 Uniform Combined State Law Examination
  2016-03-04

Designations

• Certified Financial Planner