Unclaimed Profile

Mark Allen Byl

AGATE PASS INVESTMENT MANAGEMENT, LLC·BAINBRIDGE ISLAND, Washington

Series 6, Series 24, Series 63Clean record27 years registeredAGATE PASS INVESTMENT MANAGEMENT, LLC

400 WINSLOW WAY EAST, BAINBRIDGE ISLAND, WA 98110CRD# 1308490Firm CRD# 155049

Profile Verification

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

Identity

Mark Allen Byl · BAINBRIDGE ISLAND, WA

Registration

CRD #1308490 · AGATE PASS INVESTMENT MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AGATE PASS INVESTMENT MANAGEMENT, LLC

AGATE PASS INVESTMENT, LLC

Oct 2010 – May 2021

BAINBRIDGE ISLAND, WA

EAGLE HARBOR ASSET MANAGEMENT, INC.

Jul 1999 – Dec 2010

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 24

Series 63

Registration record

First registered · July 8, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AGATE PASS INVESTMENT MANAGEMENT, LLC

CRD 155049 · SEC 801-115003

AUM

$227M

Regulatory assets under management

Employees

278 client accounts

Services offered by AGATE PASS INVESTMENT MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AGATE PASS INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Mark Allen Byl offer?

Mark Allen Byl specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Mark Allen Byl's credentials?

Mark Allen Byl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mark Allen Byl located?

Mark Allen Byl is based in BAINBRIDGE ISLAND, Washington, last registered with AGATE PASS INVESTMENT MANAGEMENT, LLC.

How does Mark Allen Byl charge for services?

Mark Allen Byl's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AGATE PASS INVESTMENT MANAGEMENT, LLC?

AGATE PASS INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $227M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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