Mark Scionti
M3 Advisory Group · Dover, Massachusetts
Mark Scionti is a fee-only financial advisor at M3 Advisory Group in Dover, Massachusetts. Mark focuses on family wealth transfer. M3 Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | M3 Advisory Group |
|---|---|
| Based in | Dover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $342M across 671 accounts |
| SEC registration | Investment adviser representative in FL, MA · CRD 1425426 |
| Exams passed | Series 63 (2009) · Series 65 (2012) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.m3ag.com |
How Mark's firm compares
- M3 Advisory Group's average account is about $510,000, from its Form ADV (assets managed divided by 671 accounts).
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Questions about Mark
Is Mark Scionti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and M3 Advisory Group 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, M3 Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mark Scionti based?
Mark Scionti is based in Dover, Massachusetts.
What does Mark specialize in?
Mark's specialties include family wealth transfer.
Is Mark Scionti registered with the SEC?
Yes. Mark Scionti is registered as an investment adviser representative in FL and MA (CRD 1425426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does M3 Advisory Group manage?
M3 Advisory Group reports $342M across 671 accounts in assets under management.
How do I contact Mark Scionti?
Through Mark's website, www.m3ag.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
- M3 Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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