Mark Zembo has been an investment adviser representative at Elevage Partners since June 2021, and is not listed among the firm’s executive officers or direct owners. Mark Zembo holds a Bachelor's degree in Finance from Miami University (Ohio), an MBA from Ohio Dominican University and a Master's degree in Professional Coaching from Middlesex University.
Elevage Partners, LLC is a Reno, NV firm with $155M under management, 368 clients and 5 advisers across 7 offices, as of its March 2026 filing.
Mark Zembo is an Advisor at Elevage Partners. Zembo joined the firm in 2021, bringing more than two decades of experience in financial services and business ownership. Zembo's background includes business coaching.
Professional designations
Listed by Elevage Partners
- Certified Business Coach™
Investment adviser representative registrations
Mark Zembo is registered as an investment adviser representative in 2 states. The first approvals date from June 2021; the most recent is Arizona, in November 2023.
- ArizonaSince 6 November 2023
- MassachusettsSince 3 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2021 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 62 | Corporate Securities Limited Representative Examination | 29 September 2018 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 7 March 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 March 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 July 2003 |
| Series 7 | General Securities Representative Examination | 31 December 1996 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Corporate Securities Limited Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Anthony Zembo
- CRD
- 2500496
- Firm
- Elevage Partners · CRD 158386
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- elevagepartners.com
Where does Mark Zembo work?
Mark Zembo is an investment adviser representative registered through Elevage Partners, LLC since June 2021, and is not listed among the firm’s executive officers or direct owners.
Is Mark Zembo a financial advisor?
Yes. Mark Zembo has a current investment-adviser registration in Arizona and Massachusetts, through Elevage Partners since June 2021.
How many years of experience does Mark Zembo have?
Mark Zembo has 21 years in the financial industry, since January 2005, across 1 adviser firm.
What exams has Mark Zembo passed?
Mark Zembo has passed 6 licensing exams: the Series 7, Series 6, Series 63, Series 26, Series 62 and Series 65. The earliest, the Series 7, was passed in December 1996. FINRA credited Mark Zembo with the SIE, which began in October 2018.
Is Mark Zembo registered with FINRA?
No. Mark Zembo has no current broker registration.
How can I verify Mark Zembo’s record?
Search CRD 2500496 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Zembo’s full registration record.