Integrated Wealth Concepts
42yrs
Top advisor by experience in Rockland
32yrs
Based in Rockland, Massachusetts, Mark Roman is a fiduciary financial advisor with 32 years of industry experience. Mark has been with Stratos Wealth Advisors since 2019; before that, Mark spent 13 years at Merrill. Stratos Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 43 advisors with offices in Rockland, and one of 40 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 13% by experience nationwide
Office1050 Hingham St., 2nd Floor, Rockland, MA 02370
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$1.09 million
Advisors at the firm68
States licensed ?2 states
Services through Stratos Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowStratos Wealth Advisors LLCCurrent firm
- 2006 – 2019MerrillPreviously
Contact Mark
(440) 519-2500Firm headquarters in Beachwood, OH. Ask for Mark. 1050 Hingham St., 2nd FloorRockland, MA 02370Office · Get directions Firm websitekenbielejeski.stratoswa.com
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Stratos Wealth Advisors at (440) 519-2500 and ask for Mark Roman. Mark works from the Rockland, MA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1994, about 32 years. Top 13% by experience nationwide.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Stratos Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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