Mark Edward Amberg

Employer firm

Verdence Capital Advisors, LLC CRD 288512

$4.63B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 03/2011 → 06/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Vienna, VA
• 06/2011 → 06/2023
  Bank Of America, N.A.
  Alexandria, VA
• 06/2023 → Present
  Verdence Capital Advisors, Llc
  Alexandria, VA

Previous Registrations

• 2011-03-11 → 2023-06-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Alexandria, VA
• 2009-06-01 → 2011-03-23
  Morgan Stanley
  Alexandria, VA
• 1996-01-11 → 2009-06-01
  Citigroup Global Markets Inc.
  Alexandria, VA
  Alexandria, VA

Other Businesses

I*40742 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL PROPERTY #2 INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 3836 DOMINION MILL DRIVE, ALEXANDRIA, VIRGINIA 22304 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 1/8/2000 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN A TOWNHOUSE IN ALEXANDRIA, WHICH I LEASE ON AN ANNUAL BASIS I*40743 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: RENTAL HOUSE #1 INVESTMENT RELATED: Y ADDRESS OF BUSINESS: 116 NORTH DONELSON STREET, ALEXANDRIA, VIRGINIA 22314 NATURE OF BUSINESS: SOLE PROPRIETORSHIP, POSITION, TITLE, ASSOCIATION: OWNER, START DATE OF RELATIONSHIP: 12/16/2010 NUMBER OF HOURS DEVOTED: 24 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I OWN A HOUSE IN ALEXANDRIA, WHICH I LEASE ON AN ANNUAL BASIS TO A FAMILY

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-06-02
• S63 Uniform Securities Agent State Law Examination
  1994-08-31

Designations

• Certified Financial Planner