Mark Paccione
EQV Advisory · Raleigh, North Carolina
Mark Paccione is a fee-only financial advisor at EQV Advisory in Raleigh, North Carolina, who holds the CFP and CFA credentials. EQV Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | EQV Advisory |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.8M across 122 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NC · CRD 4775789 |
| Exams passed | Series 63 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eqvadvisory.com |
| Profile |
How Mark's firm compares
- EQV Advisory's average account is about $875,000, from its Form ADV (assets managed divided by 122 accounts).
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Questions about Mark
Is Mark Paccione a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and EQV Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, EQV Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Paccione based?
Mark Paccione is based in Raleigh, North Carolina.
What credentials does Mark Paccione hold?
Mark Paccione holds the CFP and CFA credentials.
Is Mark Paccione registered with the SEC?
Yes. Mark Paccione is registered as an investment adviser representative in NC (CRD 4775789), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EQV Advisory manage?
EQV Advisory reports $106.8M across 122 accounts in assets under management.
How do I contact Mark Paccione?
Through Mark's website, www.eqvadvisory.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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