Mark Rindner
Financial advisor at Merrill
Mark Rindner is a fiduciary financial advisor in Charlotte, North Carolina, with 11 years in the industry. Mark joined Merrill in 2016, 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 4491 advisors with offices in Charlotte, and one of 4159 fiduciaries.
At a glance
Services through Merrill
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
- 2016 – nowMerrillCurrent firm
Contact Mark
Local office(704) 341-5152Ask for Mark. (800) 637-7455Main office · New York, NY 13510 Ballantyne Corporate PlCharlotte, NC 28277Office · 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
About Mark
How do I contact Mark?
Call Mark’s local office at (704) 341-5152 or the Merrill main office at (800) 637-7455, and ask for Mark Rindner.
How long has Mark been a financial advisor?
Mark has been in the industry since 2015, about 11 years. 11 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.