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RIA / WealthAdvisor25 years in industry

MARK ADAM SCANLAN

Advisor at VESTMARK ADVISORY SOLUTIONS, INC.

WAKEFIELD, MA | Media, PA

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Search this name across graphsid dfx:ria:6b8a098c-4f9b-2374-aef2-53eba8980c6f

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Sep 19, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VESTMARK ADVISORY SOLUTIONS, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jan 19, 2001
First registration: Sep 19, 2007
Dual registered: no
IAPD individual key: 4074031

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VESTMARK ADVISORY SOLUTIONS, INC.	Independent wealth	Dec 23, 2025	n/a	yes	Media, PA\|WAKEFIELD, MA	Current employment
ADHESION WEALTH ADVISOR SOLUTIONS	Asset manager	Apr 9, 2024	May 13, 2025	no	Havertown, PA\|CHARLOTTE, NC	Previous registration
FREEDOM INVESTMENT MANAGEMENT, INC.	Independent wealth	Jun 21, 2013	May 5, 2023	no	SOUTH WINDSOR, CT\|Havertown, PA	Previous registration
SEI INVESTMENTS MANAGEMENT CORP	Mixed wealth	Sep 19, 2007	Feb 28, 2013	no	OAKS, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ADHESION WEALTH ADVISOR SOLUTIONS	VESTMARK ADVISORY SOLUTIONS, INC.	May 13, 2025	Dec 23, 2025	224	Firm change	Other
FREEDOM INVESTMENT MANAGEMENT, INC.	ADHESION WEALTH ADVISOR SOLUTIONS	May 5, 2023	Apr 9, 2024	340	Firm change	Other
SEI INVESTMENTS MANAGEMENT CORP	FREEDOM INVESTMENT MANAGEMENT, INC.	Feb 28, 2013	Jun 21, 2013	113	Firm change	Other

Relationships

Registered with (4)

→ VESTMARK ADVISORY SOLUTIONS, INC.Registered adviserregistration: current employment
Dec 23, 2025 to presentfactForm ADV
→ ADHESION WEALTH ADVISOR SOLUTIONSRegistered adviserregistration: previous registration
Apr 9, 2024 to May 13, 2025factForm ADV
→ FREEDOM INVESTMENT MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 21, 2013 to May 5, 2023factForm ADV
→ SEI INVESTMENTS MANAGEMENT CORPRegistered adviserregistration: previous registration
Sep 19, 2007 to Feb 28, 2013factForm ADV

Dated events

Occurred
May 13, 2025
Advisor changed firm
Mark Adam Scanlan left Adhesion Wealth Advisor Solutions for Vestmark Advisory Solutions, Inc. (registered 2025-12-23)
Form ADVobserved 3 days ago
Occurred
May 5, 2023
Advisor changed firm
Mark Adam Scanlan left Freedom Investment Management, Inc. for Adhesion Wealth Advisor Solutions (registered 2024-04-09)
Form ADVobserved 3 days ago