Merrill Lynch, Pierce, Fenner & Smith
44yrs
Top advisor by experience in North Bethesda
18yrs
Mark Kramer
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Based in North Bethesda, Maryland, Mark Kramer is a fiduciary financial advisor with 18 years of industry experience. Mark joined Merrill Lynch, Pierce, Fenner & Smith in 2008, 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 131 advisors with offices in North Bethesda, and one of 127 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 67% of advisors in North Bethesda
Office11810 Grand Park Ave, North Bethesda, MD 20852
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 Lynch, Pierce, Fenner & Smith
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 66Uniform Combined State Law Examination
Career
- 2008 – now
Questions to ask Mark
Tailored to Mark’s registration and firm.
- 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
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 Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Mark Kramer. Mark works from the North Bethesda, MD office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2008, about 18 years. More experience than 67% of advisors in North Bethesda.
What licenses does Mark hold?
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 Lynch, Pierce, Fenner & Smith 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 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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