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Mark Joseph Byelich

Mark Joseph Byelich

AIF®, CFP®
ATTLEBORO WEALTH MANAGEMENT
YARDLEY, PA
·CRD# 4388024·25 years experience

Professional Summary

Mark Joseph Byelich, AIF®, CFP®, who also goes by Mark J. Byelich, is a registered financial advisor currently at ATTLEBORO WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania. Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Mark has worked at 8 firms and has passed the Series 66, Series 99TO, SIE, Series 31 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Mark J. Byelich

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2012

Years of Experience

25 years in the financial services industry

Current & Past Employments

ATTLEBORO WEALTH MANAGEMENT LLC·CRD# 318056
RIA
1051 Lindenhurst Road, Yardley, PA 19067
February 11, 2022 - Present
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Yardley, PA
March 24, 2022 - September 20, 2022
KESTRA ADVISORY SERVICES, LLC·CRD# 283330
RIA
Yardley, PA
April 20, 2016 - February 14, 2022
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
RIA
Yardley, PA
April 2, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC·CRD# 42046
BD
Yardley, PA
April 2, 2015 - February 14, 2022
PRIVATE ADVISOR GROUP, LLC·CRD# 155216
RIA
Langhorne, PA
February 14, 2012 - May 5, 2015
LPL FINANCIAL LLC·CRD# 6413
RIA
Langhorne, PA
May 28, 2010 - June 14, 2013
LPL FINANCIAL LLC·CRD# 6413
BD
Langhorne, PA
May 28, 2010 - April 13, 2015
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
RIA
Trevose, PA
April 7, 2005 - June 2, 2010
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Trevose, PA
April 4, 2005 - June 2, 2010
UBS FINANCIAL SERVICES INC.·CRD# 8174
BD
Weehawken, NJ
June 1, 2001 - April 12, 2005

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Current Firm

AW
ATTLEBORO WEALTH MANAGEMENT LLC

ATTLEBORO WEALTH MANAGEMENT | M. J. BYELICH & ASSOCIATES, LLC | DS FINANCIAL STRATEGIES | ATTLEBORO WEALTH MANAGEMENT LLC

CRD#: 318056 / SEC#: 801-134205
RIA
Registered Investment Advisory firm - SEC (8/21/2025 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (9/12/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/3/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/3/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1051 Lindenhurst Road, Yardley, PA 19067

Phone Number

(215) 310-9440

# of Employees

6

SEC notice filing (3 States and Territories)

Registered to provide investment advisory services in 3 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/3/2026)

Regulatory Assets Under Management

Total Number of Accounts

628

AUM (Assets Under Management)

$129,279,398

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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.

1) Owner; MJ Byelich Properties, LLC; Investment related: No; Real estate rental and management; 67 Brookwood Drive, Ivyland, PA 18974; Start: 12/2019; 5 hours per month 1-2 hours per month during trading hours; Manage real estate investment; 2) MJ Byelich Properties Quakertown, LLC; Investment related: No; Real estate rental and management; 67 Brookwood Drive, Ivyland PA 18974; Start: 10/2021; 5 hours per month; 1-2 hours per month during trading hours; Manage Real Estate investment; 3) Agent; Fixed Insurance; Investment related: Yes; Start: 03/2022; 10 hrs/mo; 10 hrs during trading; Sales of fixed / Traditional insurance; 4) Board Member; The Newtown Theatre; Investment Related: No; 120 N State Street Newtown PA 18940; A non for profit community theater; Duties: Vote on matters and issues that come before the board, oversee management staff.; 2023-10-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; 5) Attleboro Tax Services, LLC; Principal; Non Investment Related; 1051 Lindenhurst Road Yardley PA 19067; Description: Tax preparation; Responsibilities: Joint ownership with CPA, oversee business activities; Start date: 2025-01-01; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 2. 5) Attleboro Tax Services, LLC; Co-owner /Member; Non Investment Related; 1051 Lindenhurst Road Yardley PA 19067; Description: Tax preparation; Responsibilities: None; Start date: 2025-01-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 1. 6) Marta Roaton, LLC;e; LLC Member/manager; 67 Brookwood Drive Ivyland PA 18974 US; Description: Real Estate Investment; Responsibilities Duties: Manager property; Start date: 2025-06-02; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 2; 7) Pilates Instructor; PO Bix 174 Brentwood TX 37024 US; Description: Fitness - Pilates Instructor ; Responsibilities Duties: Guide and instruct Pilates classes and personal instruction; Start date: 2025-05-01; Hours per month devoted to business during trading hours: 4; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 1; 8) Bucks Heroes ; Board Member; 221 E Moreland Ave Hatboro PA 19040 US; Description: 501(c)3 organization. This organization holds events throughout the year to raise funds for families of fallen first responders and community outreach; Responsibilities Duties: Advise on direction and activities of the organization; Start date: 2025-06-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 3; Percentage of total yearly compensation expected to be derived from the business: 0; 9) Mr. Byelich is a licensed insurance agent.

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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".
AW
ATTLEBORO WEALTH MANAGEMENT LLC

ATTLEBORO WEALTH MANAGEMENT | M. J. BYELICH & ASSOCIATES, LLC | DS FINANCIAL STRATEGIES | ATTLEBORO WEALTH MANAGEMENT LLC

CRD#: 318056 / SEC#: 801-134205
RIA
Registered Investment Advisory firm - SEC (8/21/2025 Approved)
New Jersey
Registered Investment Advisory firm - New Jersey (9/12/2025 Terminated)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (9/3/2025 Terminated)
Texas
Registered Investment Advisory firm - Texas (9/3/2025 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
IAR
New Jersey
(8/8/2022)
IAR
Pennsylvania
(2/11/2022)
IAR
Texas
(4/3/2024)

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.

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 Jun 2001About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Jun 2004About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed May 2001About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

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Mark Joseph Byelich
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