Mark Ronald Crismon

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

• 01/2010 → 11/2022
  Jpmorgan Chase Bank Na
  Scottsdale, AZ
• 01/2023 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ

Other Businesses

Terra Tour and Travel Advisors, LLC - DBA Terra Travel Non-investment related Mesa AZ 852606 Travel Agency Owner Oct 1, 2019 20 hours per month. 1 hour per day. I have a manager that runs the business and a bookkeeper that tracks finances. I check the accounts every night. O (Zero) hours during the day/during securities trading hours. I oversee the finances and make the big decisions. I have people that implement on my directives. The company runs itself on a day-to-day basis. I*1143262 For profit or not for profit: Entity For Profit Name of outside business organization: Terra Tour and Travel Advisors, LLC Investment related: N Address of business: Mesa, Arizona, 85206 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member","Owner"], Start date of relationship: 10/1/2019 Number of hours devoted: 4 hour(s) Weekly Number of hours devoted during trading hours: 0 Duties: , I am the owner of a small, 45-year-old, travel agency. We plan travel and book reservations for clients.

Exams

• S66 Uniform Combined State Law Examination
  2023-08-03
• S63 Uniform Securities Agent State Law Examination
  2010-03-10

Other Names

• Mark R Crismon
• Mark Crismon