M3 Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
M3 Advisory Group provides investment advisory and consulting services to individuals, high‑net‑worth clients, trusts, estates, retirement plans, charitable organizations and corporations. The firm offers discretionary portfolio management, financial planning and retirement plan advisory services, and may recommend unaffiliated Independent Managers as part of a client’s solution.
The firm’s investment process emphasizes risk control and disciplined diversification, using Riskalyze and Morningstar-based asset allocation models to align portfolios with client risk profiles and to limit emotional decision‑making. Portfolios combine a core active equity sleeve — built from multiple defined strategies that select an array of individual stocks — with passive ETFs for broad asset class exposure, and are monitored and rebalanced on a periodic basis.
Distinctive aspects noted in the brochure include M3’s recent addition of Independent Managers to its offering and its institutional relationship with a major custodian that provides trading desk access, software and operational benefits to the firm. The firm also disclaims proxy‑voting responsibility (clients receive proxy materials directly) and several advisory personnel are licensed insurance professionals who may implement insurance recommendations outside of the advisory relationship.
Client services
Expertise
Fee options
Ongoing financial planning services fixed fee ranging from $5,000 to $80,000 per year, charged monthly, quarterly, or annually
$0 - $4,999,999: 0.65% $5,000,000 - $9,999,999: 0.35% $10,000,000+: 0.25%
$150 to $350 per hour for financial planning or consulting services
Main office
See officeDover MA
Advisors at this office
1
Offices (4)
Most active in
California · Colorado · District of Columbia · Florida · Massachusetts · New Hampshire
Also doing business as
M3 Advisory Group, LLC · M3 Family Office LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mark S
Series 63, Series 65
Sarasota, FL
M3 Advisory Group, LLC
Mark Scionti is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 designations and 13 years of industry experience. He has been with M3 Advisory Group and its affiliated entities since 2015, including a two-year period at Integrated Wealth Concepts LLC. In addition to his advisory role, he is a licensed insurance agent specializing in disability, fixed annuities, life/accident/health, long-term care, and group health insurance. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a disciplined investment approach focusing on risk control and diversification, combining active equity strategies with passive ETFs and incorporating independent managers to align portfolios with client risk profiles.
Jake G
Series 66
Boston, MA
M3 Advisory Group, LLC
Jake Gigliotti is a financial advisor with M3 Advisory Group, LLC, holding a Series 66 license and one year of industry experience. Prior to joining M3 Advisory Group, he worked at MassMutual Life Insurance Co and MML Investors Services, LLC. Outside of advising, he has experience working in the restaurant and bar industry. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm employs a risk-controlled, disciplined diversification approach combining active equity strategies and passive ETFs, supported by technology tools like Riskalyze and Morningstar to align portfolios with client risk profiles.
John J
Series 63, Series 65
Dover, MA
M3 Advisory Group, LLC
John Jeffries is a financial advisor with M3 Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with M3 Advisory Group since 2011 and serves as a trustee for the Pratt Family Trust. Additionally, he is a member of the board of directors for Mobieus Systems and is a selectman for the Town of Dover. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm’s investment approach focuses on risk control and disciplined diversification, combining active equity strategies with passive ETFs, and incorporates Independent Managers as part of its offerings.
Andrew M
Series 66
Boston, MA
M3 Advisory Group, LLC
Andrew Mazzola is a financial advisor at M3 Advisory Group, LLC with one year of industry experience. He holds a Series 66 designation and has previously worked at Wells Fargo Advisors Financial Network LLC, The Topline Strategy Group, and Fidelity Investments. M3 Advisory Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and corporations. The firm emphasizes risk control and disciplined diversification through active and passive strategies, incorporating independent managers and institutional trading resources.
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