Mark Bybee

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2019 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Century City, CA
• 01/2017 → 02/2019
  Stay At Home Parent
  8325 Lookout Mountain, CA
• 06/2012 → 01/2017
  Stericycle Inc.
  Northbrook, IL
• 02/2019 → 07/2019
  Bank Of America, N.A.
  Century City, CA
• 03/2020 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Beverly Hills, CA
• 07/2019 → 03/2020
  Unemployed
  Los Angeles, CA
• 09/2020 → Present
  Bank Of America, N.A.
  Century City, CA

Other Businesses

I*121767 For profit or not for profit: For-Profit Organization Name of outside business organization: Walker Real Estate Investments, LLC Investment related: Y Address of business: Chicago, Illinois 60613 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 38869 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: This is a family limited liability company created for the investment properties that my family owns and that I have a small passive ownership position in.

Exams

• S66 Uniform Combined State Law Examination
  2019-09-10

Other Names

• Mark Bybee
• Mark James Bybee