Mark Phillip Pinzone

CRD 2252556 · M3 Wealth Management · North Royalton, OH

IA RegisteredBroker

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed: Not yet retrieved from the source record
Registered states: Not yet retrieved from the source record
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: M3 Wealth Management
Firm CRD: 335612
SEC number: 801-132477
Assets under management: $160.2M as of Feb 24, 2026
Website: m3wealthmanagement.com ↗
Phone: 440-652-6370
Firm location: North Royalton, OH, 44133

Employment history (3)

From the source registration record · current first

The Leaders Group, Inc.Current
North Royalton, OH · IA capacity

start not retrieved → present
The Leaders Group, Inc.Current
Summit, NJ · IA capacity

start not retrieved → present
M3 Wealth ManagementCurrent
North Royalton, OH · IA capacity

start not retrieved → present

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 2252556 ↗ FINRA BrokerCheck record for CRD 2252556 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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