Mark Jacob Tsoir

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

• 04/2024 → 01/2025
  Equitable Advisors, Llc
  New York, NY
• 02/2023 → 04/2024
  Wayfinder Logistics, Llc
  Chicago, IL
• 10/2021 → 01/2023
  American Transport Group, Llc
  Chicago, IL
• 06/2021 → 09/2021
  Beergarden Sorona
  Barcelona
• 04/2020 → 06/2021
  Unemployed
  Barcelona
• 07/2019 → 04/2020
  Arctic Explorer Russian North
  Moscow
• 02/2018 → 07/2018
  Arava Mines, Ltd
  Tel Aviv
• 08/2018 → 06/2019
  Unemployed
  Tel Aviv
• 01/2018 → 06/2018
  Nithan Thai Bakery
  Tel Aviv
• 04/2017 → 01/2018
  Israeli Defence Forces, Israeli Navy
  Tel Aviv
• 06/2016 → 05/2018
  Meetwine
  Tel Aviv
• 04/2014 → 04/2017
  Unemployed
  Tel Aviv
• 01/2025 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 01/2025 → Present
  Bank Of America, N.A.
  Boston, MA

Exams

• S66 Uniform Combined State Law Examination
  2024-07-15

Other Names

• Mark Tsoir