Mark Louis Mcleland

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

• 10/1982 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Fort Worth, TX
• 09/2009 → Present
  Bank Of America, Na
  Fort Worth, TX

Other Businesses

I*77900 FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE GLADNEY CENTER FOR ADOPTION INVESTMENT RELATED: N ADDRESS OF BUSINESS: 6300 JOHN RYAN DRIVE, FORT WORTH, TEXAS 76132 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, POSITION, TITLE, ASSOCIATION: DIRECTOR, START DATE OF RELATIONSHIP: 10/1/2014 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 5 DUTIES: FINANCE COMMITTEE CHAIR AND BOARD MEMBER I*1061273 For profit or not for profit: Entity Charitable Name of outside business organization: American Hospital Association Investment related: N Address of business: Chicago, Illinois, 60606 Nature of business: ["Business or Industry Organization"] Position, title, association: ["Committee"], [["Investment committee"]] Start date of relationship: 1/2/2023 Number of hours devoted: 75 hour(s) Yearly Number of hours devoted during trading hours: 75 Duties: , One of a number of investment professionals on their investment committee - Mercer is the advisory firm.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-05
• S63 Uniform Securities Agent State Law Examination
  1983-01-03