Mark Stephen Joyce

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

• 08/1984 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 03/2012 → Present
  Bank Of America, N.A.
  Boston, MA

Other Businesses

I*, 2790278Entity Type: Fiduciary Name of OBA: C A. S Address: Durham, North Carolina 27707Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 09/02/2025No Hours: 5 hours per yearNo Hours during trading: 0 Duties: Trustee I*, 2791268Entity Type: Fiduciary Name of OBA: C A. S Jr.Address: Durham, North Carolina 27707Investment Related: NoPosition, Title, Association: TrusteeEmployee Start Date: 09/02/2025No Hours: 5 hours per yearNo Hours during trading: 0 Duties: Trustee

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-15
• S63 Uniform Securities Agent State Law Examination
  1985-01-04

Other Names

• Mark S Joyce