RBC Capital Markets
46yrs
Top advisor by experience in Vienna
14yrs
Mark Farney
Financial advisor at Merrill
Based in Vienna, Virginia, Mark Farney is a fiduciary financial advisor with 14 years of industry experience. Mark joined Merrill in 2025, after four years at Freestone Capital Management and a year at Voya Financial Advisors. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 618 advisors with offices in Vienna, and one of 595 fiduciaries.
At a glance
Experience14 years (since 2013)
How that compares ?More experience than 51% of advisors at Merrill
Office8075 Leesburg Pike, Vienna, VA 22182
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 ?1 state
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 66Uniform Combined State Law Examination
Career
- Dec 2025 – nowMerrillCurrent firm
- 2014 – 2018Freestone Capital Management, LLCPreviously
- Feb 2013 – Jun 2014Voya Financial Advisors, Inc.Previously
Contact Mark
(800) 637-7455Firm headquarters in New York, NY. Ask for Mark. 8075 Leesburg PikeVienna, VA 22182Office · Get directions
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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
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About Mark
How do I contact Mark?
Call Merrill at (800) 637-7455 and ask for Mark Farney. Mark works from the Vienna, VA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2013, about 14 years. More experience than 51% of advisors at Merrill.
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 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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