Mark Douglas Sudermann

$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:

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2021-10-21
TX	RA	APPROVED	2021-10-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Sanford C. Bernstein & Co., Inc.	New York	NY	01/1995	10/2021
Sanford C. Bernstein & Co., Llc	New York	NY	11/2000	10/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Chicago	IL	10/2021	Present
Bank Of America, N.A.	Chicago	IL	02/2022	Present

01/1995 → 10/2021

Sanford C. Bernstein & Co., Inc.

New York, NY
11/2000 → 10/2021

Sanford C. Bernstein & Co., Llc

New York, NY
10/2021 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Chicago, IL
02/2022 → Present

Bank Of America, N.A.

Chicago, IL

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	1995-04-10
S65	Uniform Investment Adviser Law Examination	1995-04-10

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