Mark Scott Summers

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 05/2017 → 11/2017
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Pittsburgh, PA
• 10/2016 → 05/2017
  S&T Wealth Management
  Pittsburgh, PA
• 01/2018 → Present
  Raymond James Financial Services, Inc.
  Pittsburgh, PA
• 04/2018 → Present
  Raymond James Financial Services Advisors Inc.Q
  Pittsburgh, PA

Other Businesses

(1)Name of Business: Shorebridge Wealth Management Address: 600 Waterfront Dr Ste 125, Pittsburgh, PA, 15222, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/02/2018 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor

Exams

• S66 Uniform Combined State Law Examination
  2018-03-30

Other Names

• Mark Summers
• Mark Scott Summers