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Mark Standard

CRD# 2617149·Registered 1995 - 2026
Previously Registered: Being a previously registered professional could mean that Mark is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Mark Standard, who also goes by Mark T Standard, Mark Todd Standard, was a registered financial advisor. Mark was a previously registered financial professional and started their career in finance 1995 - 2026. Mark had worked at 11 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 31, Series 7, Series 24, Series 23, Series 10 and Series 9 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark T Standard, Mark Todd Standard

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

31 years in the financial services industry

Current & Past Employments

TRUIST ADVISORY SERVICES, INC.·CRD# 283390
RIA
Washington, DC
August 22, 2024 - February 2, 2026
TRUIST INVESTMENT SERVICES, INC.·CRD# 17499
BD
Washington, DC
August 14, 2024 - February 2, 2026
AMERITAS ADVISORY SERVICES, LLC·CRD# 317245
RIA
Silver Spring, MD
April 23, 2024 - July 31, 2024
AMERITAS INVESTMENT COMPANY, LLC·CRD# 14869
BD
Silver Spring, MD
April 23, 2024 - July 31, 2024
UBS FINANCIAL SERVICES INC.·CRD# 8174
RIA
Washington, DC
September 13, 2022 - April 19, 2024
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Washington, DC
September 13, 2022 - April 19, 2024
J.P. MORGAN SECURITIES LLC·CRD# 79
RIA
Syracuse, NY
April 24, 2019 - October 4, 2022
J.P. MORGAN SECURITIES LLC·CRD# 79
BD
Syracuse, NY
April 24, 2019 - October 4, 2022
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
RIA
Columbia, MD
August 4, 2015 - March 25, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC·CRD# 20472
BD
Columbia, MD
August 3, 2015 - March 25, 2019
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Philadelphia, PA
October 9, 2012 - June 12, 2015
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Philadelphia, PA
October 5, 2012 - June 12, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Marlton, NJ
November 1, 2006 - November 2, 2011
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Marlton, NJ
November 1, 2006 - November 2, 2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Garden City, NY
March 3, 2005 - November 3, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Garden City, NY
February 1, 2002 - November 3, 2006
CITIGROUP GLOBAL MARKETS INC.·CRD# 7059
BD
New York, NY
December 10, 1999 - September 26, 2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
New York, NY
June 30, 1995 - December 15, 1999

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Current Firm

TA
TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - SEC (5/18/2016 Approved)

Contact Information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone Number

(800) 874-4770

# of Employees

2,461

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (8/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

129,307

AUM (Assets Under Management)

$77,391,727,185

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
04/09/2026Cover PageReport
04/24/2025Cover PageReport
03/28/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

M3STANDARD LLC POSITION: President NATURE: Real Estate Investment in residential properties for resale. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 04/15/2024 ADDRESS: Silver Spring MD, United States DESCRIPTION: Evaluate real estate investment opportunities that are presented. Provide funding for purchase and renovation of selected properties.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TA
TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729
RIA
Registered Investment Advisory firm - SEC (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Dec 2003About the Series 66 exam

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1995About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jun 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Dec 1996About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Jun 1995About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2023About the Series 24 exam

Series 23 — General Securities Principal Sales Supervisor

Passed Jan 2016About the Series 23 exam

Series 10 — General Securities Sales Supervisor - General Module Examination

Passed Sep 2000About the Series 10 exam

Series 9 — General Securities Sales Supervisor - Options Module Examination

Passed Aug 2000About the Series 9 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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