Mark J. Byelich
ATTLEBORO WEALTH MANAGEMENT LLC
Yardley, PA 19067
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CRD#: 4388024
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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mark J. Byelich
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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Mark Joseph Byelich's 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®
CFP®
Start date: 2012
Experience
Current
February 11, 2022 - Present
ATTLEBORO WEALTH MANAGEMENT LLC
Office #1: 1051 Lindenhurst Road, Yardley, PA 19067RIA
CRD#: 318056
Yardley, PA
Past
March 24, 2022 - September 20, 2022
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Yardley, PA
Past
April 20, 2016 - February 14, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Yardley, PA
Past
April 2, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
Yardley, PA
Past
April 2, 2015 - February 14, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Yardley, PA
Past
February 14, 2012 - May 5, 2015
PRIVATE ADVISOR GROUP, LLC
RIA
CRD#: 155216
LANGHORNE, PA
Past
May 28, 2010 - June 14, 2013
LPL FINANCIAL LLC
RIA
CRD#: 6413
LANGHORNE, PA
Past
May 28, 2010 - April 13, 2015
LPL FINANCIAL LLC
BD
CRD#: 6413
LANGHORNE, PA
Past
April 7, 2005 - June 2, 2010
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
TREVOSE, PA
Past
April 4, 2005 - June 2, 2010
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
TREVOSE, PA
Past
June 1, 2001 - April 12, 2005
UBS FINANCIAL SERVICES INC.
BD
CRD#: 8174
WEEHAWKEN, NJ
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 - (8/21/2025 Approved)New Jersey
Registered Investment Advisory firm - (9/12/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/3/2025 Terminated)Texas
Registered Investment Advisory firm - (9/3/2025 Terminated)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.Highlighted states indicate IAR registrations
IAR
New Jersey(8/8/2022)
IAR
Pennsylvania(2/11/2022)
IAR
Texas(4/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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 - (8/21/2025 Approved)New Jersey
Registered Investment Advisory firm - (9/12/2025 Terminated)Pennsylvania
Registered Investment Advisory firm - (9/3/2025 Terminated)Texas
Registered Investment Advisory firm - (9/3/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1051 Lindenhurst Road, Yardley, PA 19067
Mailing Address
Phone number
(215) 310-9440
Established
Firm type
Fiscal year end
# of Employees
5
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 544 |
| AUM (Assets Under Management) | $ 113,057,319 |
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.
