Mark Standard

TRUIST ADVISORY SERVICES

WASHINGTON, DC 20007

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CRD#: 2617149

Professional summary

Mark Standard, who also goes by Mark T Standard, Mark Todd Standard, is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Washington, District Of Columbia and TRUIST INVESTMENT SERVICES, INC. located in Washington, District Of Columbia.

Mark is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Mark has 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mark T Standard | Mark Todd Standard

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Standard's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 22, 2024 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 2929 M Street Nw, Washington, DC 20007

RIA

CRD#: 283390

WASHINGTON, DC

Current

August 14, 2024 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 2929 M St Nw, Washington, DC 20007Office #2: 3402 Wisconsin Ave Nw, Washington, DC 20016

CRD#: 17499

WASHINGTON, DC

Past

April 23, 2024 - July 31, 2024

AMERITAS ADVISORY SERVICES, LLC

RIA

CRD#: 317245

Silver Spring, MD

Past

April 23, 2024 - July 31, 2024

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

SILVER SPRING, MD

Past

September 13, 2022 - April 19, 2024

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

WASHINGTON, DC

Past

September 13, 2022 - April 19, 2024

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WASHINGTON, DC

Past

April 24, 2019 - October 4, 2022

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

Syracuse, NY

Past

April 24, 2019 - October 4, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

Syracuse, NY

Past

August 4, 2015 - March 25, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

COLUMBIA, MD

Past

August 3, 2015 - March 25, 2019

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

COLUMBIA, MD

Past

October 9, 2012 - June 12, 2015

PNC WEALTH MANAGEMENT LLC

RIA

CRD#: 129052

PHILADELPHIA, PA

Past

October 5, 2012 - June 12, 2015

PNC WEALTH MANAGEMENT LLC

CRD#: 129052

PHILADELPHIA, PA

Past

November 1, 2006 - November 2, 2011

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MARLTON, NJ

Past

November 1, 2006 - November 2, 2011

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

MARLTON, NJ

Past

March 3, 2005 - November 3, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

GARDEN CITY, NY

Past

February 1, 2002 - November 3, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

GARDEN CITY, NY

Past

December 10, 1999 - September 26, 2001

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

June 30, 1995 - December 15, 1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

NEW YORK, NY

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".

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 - (5/18/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

District of Columbia
(8/14/2024)

IAR

District of Columbia
(8/22/2024)

Maryland
(8/14/2024)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/29/2003

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/3/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/21/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/23/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/6/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Principal/Supervisory Exam

Series 23

Date: 1/19/2016

General Securities Principal Sales Supervisor

Principal/Supervisory Exam

Series 10

Date: 9/6/2000

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 8/21/2000

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

Current Firm

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 - (5/18/2016 Approved)

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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

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	Cover Page	Report

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Mark Standard

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Standard's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

AMERITAS ADVISORY SERVICES, LLC

AMERITAS INVESTMENT COMPANY, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CITIGROUP GLOBAL MARKETS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2003

Series 65

Date: 7/3/1995

Series 63

Date: 6/21/1995

SIE

Date: 10/1/2018

Series 31

Date: 12/23/1996

Series 7

Date: 6/6/1995

Series 24

Date: 1/2/2023

Series 23

Date: 1/19/2016

Series 10

Date: 9/6/2000

Series 9

Date: 8/21/2000

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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