MARK SCORDATO & ASSOCIATES

Overview

Mark Scordato & Associates is a small, corporately organized advisory/insurance practice owned by an individual. The firm combines financial planning services with brokerage and insurance distribution: it operates as a registered representative of a broker‑dealer and as an insurance broker while providing fee-based financial planning. Its billing approach is non‑transactional in the sense that fees are charged on an hourly or fixed‑fee basis rather than through an ongoing percentage of assets. FINTRX records the adviser as unclassified, not a multi‑state adviser, not an active ESG investor, and not a capital allocator. The mix of business activities — registered rep, insurance broker and financial planner — suggests the practice is oriented toward advice and product placement (insurance and mutual funds) rather than operating a discretionary, institutional asset‑management platform.

Assets & Accounts

Investments & Alternatives