Mark Ryan Seitzer

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

• 09/2010 → Present
  Merrill Lynch
  Hot Springs, AR
• 06/2011 → Present
  Bank Of America,N.A.
  Hot Springs, AR

Other Businesses

I*1922298, Entity Type, Entity for Profit, Name of OBA: Legacy Boutique, LLC, Address: Glenwood, AR, 71943, Investment Related: No, Position, Title, Association: Other, Employee Start Date: 08/01/2024, No Hours: 0, No Hours during trading: 0, Duties: Brick and Mortar Retail Clothing Business owned and run by my wife. I will not have any responsibilities but will be on the bank account to make payments if needed

Exams

• S66 Uniform Combined State Law Examination
  2010-12-16

Other Names

• Mark Seitzer