Mark Wyand, financial advisor Rochester NY
96 score

Mark Wyand

CRD Number: 5402543
Current Firm: Layline Advisors

Mark Wyand (CRD# 5402543) is an Investment Advisor Representative working at Layline Advisors in Rochester, NY and has over 6 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ameriprise Financial Services Inc. Rochester, NY Jul 2011 - Nov 2016 5
Unemployed Penfield, NY Mar 2011 - Jul 2011 < 1
Goldman, Sachs & Company Jersey City, NJ Jul 2007 - Feb 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Mark C. Wyand
Phone Number: (585)210-8222
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    26
    MILLIONS
  • Total Number of Accounts
    150
    ACCOUNTS
  • Average Account Value
    $173,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

NY, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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