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Advisors / New York / Pittsford
34yrs

Mark Eidlin

Financial advisor at Merrill

Mark Eidlin is a fiduciary financial advisor in Pittsford, New York, with 34 years in the industry. Mark joined Merrill in 1994, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.

One of 364 advisors with offices in Pittsford, and one of 305 fiduciaries.

Pittsford, NY 14534Top 9% by experience at MerrillFiduciary advisor
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At a glance

Experience34 years (since 1992)
How that compares ?Top 9% by experience at Merrill
Office1241 Pittsford Victor Rd, Pittsford, NY 14534
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. 1994 – now
    MerrillCurrent firm

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Mark

How do I contact Mark?

Call Merrill at (800) 637-7455 and ask for Mark Eidlin. Mark works from the Pittsford, NY office.

How long has Mark been a financial advisor?

Mark has been in the industry since 1992, about 34 years. Top 9% by experience at Merrill.

What licenses does Mark hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Mark a fiduciary?

Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Mark paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Mark for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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