Investmark Advisory Group LLC

CRD 121060 · Shelton, CT · $929.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 121060
SEC number: 801-76505
Firm type: RIA
Assets under management: $929.7M as of Mar 5, 2026
Website: www.investmark.net ↗
Phone: 203-953-3777
Address: 3 Enterprise Drive, Shelton, CT, 06484

Advisors at this firm

3 in our index · page 1 of 1

Drew Nichols BowmanCRD 2875376 · Shelton, CT

IA RegisteredBroker
James MahoneyCRD 4606032 · Glastonbury, CT

IA RegisteredBroker
Scott K WilliamsCRD 5125568 · Shelton, CT

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 121060 ↗ FINRA BrokerCheck record for firm CRD 121060 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.