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RIA / WealthAdvisor34 years in industry

MARK EDWARD STRATTON

Advisor at PRIVATE CLIENT ADVISOR GROUP, LLC

PALM CITY, FL

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Search this name across graphsid dfx:ria:87a90729-1225-089f-8f3e-cd63ca4a0ddf

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 2, 2012 to Sep 14, 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: PRIVATE CLIENT ADVISOR GROUP, LLC
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 28, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jan 28, 1992
First registration: Oct 2, 2012
Dual registered: no
IAPD individual key: 1894252

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
PRIVATE CLIENT ADVISOR GROUP, LLC	Independent wealth	Jun 14, 2024	n/a	yes	PALM CITY, FL	Current employment
Owlfi	Former SEC adviser	Jan 3, 2022	Aug 1, 2024	no	LENEXA, KS\|Lenexa, KS\|Palm City, FL	Previous registration
MOTIV8 INVESTMENTS LLC	Independent wealth	Sep 5, 2017	Jan 18, 2022	no	PORT ST LUCIE, FL	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Oct 2, 2012	Jan 28, 2017	no	PALM CITY, FL\|MASSAPEQUA, NY\|MASSAPEQUA, NY\|MELVILLE, NY	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
Owlfi	PRIVATE CLIENT ADVISOR GROUP, LLC	Aug 1, 2024	Jun 14, 2024	-48	Firm change after gap	RIA to RIA
MOTIV8 INVESTMENTS LLC	Owlfi	Jan 18, 2022	Jan 3, 2022	-15	Firm change	Other
LPL FINANCIAL LLC	MOTIV8 INVESTMENTS LLC	Jan 28, 2017	Sep 5, 2017	220	Firm change	Other

Relationships

Registered with (4)

→ PRIVATE CLIENT ADVISOR GROUP, LLCRegistered adviserregistration: current employment
Jun 14, 2024 to presentfactForm ADV
→ OWLFIRegistered adviserregistration: previous registration
Jan 3, 2022 to Aug 1, 2024factForm ADV
→ MOTIV8 INVESTMENTS LLCRegistered adviserregistration: previous registration
Sep 5, 2017 to Jan 18, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Oct 2, 2012 to Jan 28, 2017factForm ADV

Dated events

Occurred
Aug 1, 2024
Advisor changed firm
Mark Edward Stratton left Owlfi for Private Client Advisor Group, Llc (registered 2024-06-14)
Form ADVobserved 4 days ago
Occurred
Jan 18, 2022
Advisor changed firm
Mark Edward Stratton left Motiv8 Investments Llc for Owlfi (registered 2022-01-03)
Form ADVobserved 4 days ago