Mark Stancato has been Founder, Lead Advisor & CCO of VIP Wealth Advisors since December 2024, is a control person of the firm and directly owns 75% or more of it.
Vip Wealth Advisors LLC is a Decatur, GA firm with $126M under management, 30 clients and 1 adviser in one office, as of its March 2026 filing.
Mark Stancato leads VIP Wealth Advisors and has 20+ years of experience helping high-income, high-complexity households make financial decisions. He began his career in large advisory firms. The firm brings planning, tax strategy and investment management together.
Mark Stancato’s longest registration was 1 year at Range Advisory, LLC (2023–2025). Before joining VIP Wealth Advisors in 2025, Mark Stancato was registered through Range Advisory, LLC and Brooklyn Fi, LLC.
- Range Advisory, LLC– · 1 yearDecatur, GA · Adviser representative · Firm CRD 321969
- Brooklyn Fi, LLC– · 1 yearBurbank, CA · Adviser representative · Firm CRD 292115
- Lwi Financial Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 111861
Professional designations
Listed by VIP Wealth Advisors
- CERTIFIED FINANCIAL PLANNER® (CFP®)
Investment adviser representative registrations
Mark Stancato is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from May 2025; the most recent is Texas, in August 2025.
- GeorgiaSince 27 May 2025
- TexasResidentSince 22 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 November 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 21 January 1998 |
| Series 7 | General Securities Representative Examination | 9 December 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 15 March 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Mark Allen Stancato
- CRD
- 2709160
- Firm
- VIP Wealth Advisors · CRD 335528
- Role
- Founder, Lead Advisor & CCO
- Office
- 120 W TRINITY PL, Decatur, GA 30030
- Registration
- Investment adviser registration
- In the industry since
- December 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vipwealthadvisors.com
Where does Mark Stancato work?
Mark Stancato has been Founder, Lead Advisor & CCO of Vip Wealth Advisors LLC since December 2024, and is a control person of the firm.
Is Mark Stancato a financial advisor?
Yes. Mark Stancato has a current investment-adviser registration in Georgia and Texas, through VIP Wealth Advisors since May 2025.
How many years of experience does Mark Stancato have?
Mark Stancato has 5 years in the financial industry, since December 2020, across 4 adviser firms.
What exams has Mark Stancato passed?
Mark Stancato has passed 4 licensing exams: the Series 6, Series 7, Series 63 and Series 65. The earliest, the Series 6, was passed in March 1996.
Where did Mark Stancato work before VIP Wealth Advisors?
Before VIP Wealth Advisors, Mark Stancato was registered through Range Advisory, LLC, June 2023 to May 2025; Brooklyn Fi, LLC, December 2021 to May 2023; Lwi Financial Inc., September 2005 to September 2006.
Where is Mark Stancato based?
Mark Stancato’s registered office is in Decatur, GA.
Is Mark Stancato registered with FINRA?
No. Mark Stancato has no current broker registration.
Is Mark Stancato a CFP?
VIP Wealth Advisors lists Mark Stancato with the CFP credential (“CERTIFIED FINANCIAL PLANNER® (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Stancato’s record?
Search CRD 2709160 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Stancato’s full registration record.