J.p. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
7yrs
Mark Bybee
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith
Mark Bybee has worked in the financial industry for 7 years and is a fiduciary financial advisor based in Los Angeles, California. Mark joined Merrill Lynch, Pierce, Fenner & Smith in 2020, 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 3121 advisors with offices in Los Angeles, and one of 2891 fiduciaries.
At a glance
Experience7 years (since 2019)
How that compares ?7 years in the industry
Office2049 Century Park E, Los Angeles, CA 90067
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
- 2020 – 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
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About Mark
How do I contact Mark?
Call Merrill Lynch, Pierce, Fenner & Smith at 800-637-7455 and ask for Mark Bybee. Mark works from the Los Angeles, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 2019, about 7 years. 7 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 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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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