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Advisors / North Carolina / Charlotte
11yrs

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.

Charlotte, NC 28277Fiduciary advisor
Call the officeDirections

At a glance

Experience11 years (since 2015)
How that compares ?11 years in the industry
Office13510 Ballantyne Corporate Pl, Charlotte, NC 28277
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

  1. 2016 – now
    MerrillCurrent firm

Questions to ask Mark

Tailored to Mark’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 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.

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