Morgan Stanley
47yrs
Top advisor by experience in Scranton
13yrs
Mark Wormuth
Financial advisor at Merrill
Based in Scranton, Pennsylvania, Mark Wormuth is a fiduciary financial advisor with 13 years of industry experience. Mark joined Merrill in 2024, after eight years at Morgan Stanley and two years at Alliancebernstein. 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 75 advisors with offices in Scranton, and one of 73 fiduciaries.
At a glance
Experience13 years (since 2014)
How that compares ?13 years in the industry
Office417 Lackawanna Ave, Scranton, PA 18503
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
- 2024 – nowMerrillCurrent firm
- 2016 – 2024Morgan StanleyPreviously
- 2014 – 2016Alliancebernstein L.P.Previously
Contact Mark
(800) 637-7455Firm headquarters in New York, NY. Ask for Mark. 417 Lackawanna AveScranton, PA 18503Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
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 at (800) 637-7455 and ask for Mark Wormuth. Mark works from the Scranton, PA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2014, about 13 years. 13 years in the industry.
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.
Other advisors nearby
Merrill
45yrs
Top 1% by experience in Pennsylvania
Alliance Wealth Advisors
40yrs
Top advisor by experience at Alliance Wealth Advisors
Alliance Wealth Advisors
40yrs
Top 4% by experience nationwide
Northeast Advisory Group
37yrs
Top 6% by experience nationwide
PNC Wealth Management
37yrs
Top 3% by experience at PNC Wealth Management