Unclaimed Profile

Mark Joseph Byelich

M. J. BYELICH & ASSOCIATES, LLC·YARDLEY, Pennsylvania

SIE, Series 7, Series 31, Series 66, Series 99TOCFPClean record21 years registeredM. J. BYELICH & ASSOCIATES, LLC

1051 LINDENHURST ROAD, YARDLEY, PA 19067CRD# 4388024Firm CRD# 318056

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Joseph Byelich · YARDLEY, PA

Registration

CRD #4388024 · M. J. BYELICH & ASSOCIATES, LLC · 21 years registered

Brand Profile

Not yet started

Career History

ATTLEBORO WEALTH MANAGEMENT LLC

Feb 2022 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Feb 2022

Yardley, PA

NFP ADVISOR SERVICES, LLC

Apr 2015 – Sep 2016

Yardley, PA

PRIVATE ADVISOR GROUP, LLC

Feb 2012 – May 2015

LANGHORNE, PA

LPL FINANCIAL LLC

May 2010 – Jun 2013

LANGHORNE, PA

WELLS FARGO ADVISORS, LLC

Apr 2005 – Jun 2010

TREVOSE, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Series 99TO

Registration record

First registered · April 7, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M. J. BYELICH & ASSOCIATES, LLC

CRD 318056 · SEC 801-123063

AUM

$50M

Regulatory assets under management

Employees

251 client accounts

Services offered by M. J. BYELICH & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at M. J. BYELICH & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Joseph Byelich offer?

Mark Joseph Byelich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YARDLEY, Pennsylvania for a consultation.

What are Mark Joseph Byelich's credentials?

Mark Joseph Byelich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Joseph Byelich located?

Mark Joseph Byelich is based in YARDLEY, Pennsylvania, working with M. J. BYELICH & ASSOCIATES, LLC. Their office serves clients in the YARDLEY metropolitan area and surrounding communities.

How does Mark Joseph Byelich charge for services?

Mark Joseph Byelich's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M. J. BYELICH & ASSOCIATES, LLC?

M. J. BYELICH & ASSOCIATES, LLC has approximately 7 employees and manages $50M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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