Merrill
47yrs
Top advisor by experience in Poughkeepsie
28yrs
Mark Temple has worked in the financial industry for 28 years and is a fiduciary financial advisor based in Poughkeepsie, New York. Mark joined Merrill in 2012, 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 142 advisors with offices in Poughkeepsie, and one of 126 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 20% by experience at Merrill
Office2649 South Rd, Poughkeepsie, NY 12601
FirmMerrill
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.
Career
Contact Mark
(800) 637-7455Firm headquarters in New York, NY. Ask for Mark. 2649 South RdPoughkeepsie, NY 12601Office · Get directions
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Merrill at (800) 637-7455 and ask for Mark Temple. Mark works from the Poughkeepsie, NY office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1999, about 28 years. Top 20% 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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