Mark Byelich has been Managing Member of Attleboro Wealth Management since January 2022, is a control person of the firm and directly owns 75% or more of it.
Attleboro Wealth Management LLC is a Yardley, PA firm with $129M under management, 142 clients and 5 advisers in one office, as of its May 2026 filing.
Mark Byelich is President & CEO of Attleboro Wealth Management, which he founded and owns. He was a Financial Advisor at Paine Webber, later UBS, and then at Wachovia Securities, now Wells Fargo Advisors, before launching the firm in 2010. He conducts education classes and workshops several times a year for individual investors, attorneys and other professionals.
Mark Byelich’s longest registration was 5 years at Kestra Advisory Services, LLC (2016–2022). Before joining Attleboro Wealth Management in 2022, Mark Byelich was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- – present · 4 yearsYardley, PA · Adviser representative · Firm CRD 318056
- Kestra Advisory Services, LLC– · 5 yearsYardley, PA · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 1 yearYardley, PA · Adviser representative · Firm CRD 42046
- Private Advisor Group, LLC– · 3 yearsLanghorne, PA · Adviser representative · Firm CRD 155216
- LPL Financial LLC– · 3 yearsLanghorne, PA · Adviser representative · Firm CRD 6413
- Wells Fargo Advisors, LLC– · 5 yearsTrevose, PA · Adviser representative · Firm CRD 19616
Professional designations
Listed by Attleboro Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Accredited Investment Fiduciary® (AIF®)
Investment adviser representative registrations
Mark Byelich is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2022; the most recent is Texas, in April 2024.
- New JerseySince 8 August 2022
- PennsylvaniaSince 11 February 2022
- TexasResidentSince 3 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 31 | Futures Managed Funds Examination | 14 June 2004 |
| Series 66 | Uniform Combined State Law Examination | 14 June 2001 |
| Series 7 | General Securities Representative Examination | 31 May 2001 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Joseph Byelich
- CRD
- 4388024
- Firm
- Attleboro Wealth Management · CRD 318056
- Role
- Managing Member
- Office
- 1051 LINDENHURST ROAD, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- May 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- attleborowealth.com
Where does Mark Byelich work?
Mark Byelich has been Managing Member of Attleboro Wealth Management LLC since January 2022, and is a control person of the firm.
Is Mark Byelich a financial advisor?
Yes. Mark Byelich has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Attleboro Wealth Management since February 2022.
How many years of experience does Mark Byelich have?
Mark Byelich has 25 years in the financial industry, since May 2001, across 6 adviser firms.
What exams has Mark Byelich passed?
Mark Byelich has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 99TO. The earliest, the Series 7, was passed in May 2001. FINRA credited Mark Byelich with the SIE, which began in October 2018.
Where did Mark Byelich work before Attleboro Wealth Management?
Before Attleboro Wealth Management, Mark Byelich was registered through NFP Advisor Services, LLC, April 2015 to September 2016; Private Advisor Group, LLC, February 2012 to May 2015; LPL Financial LLC, May 2010 to June 2013; Wells Fargo Advisors, LLC, April 2005 to June 2010.
Where is Mark Byelich based?
Mark Byelich’s registered office is in Yardley, PA.
Is Mark Byelich registered with FINRA?
No. Mark Byelich has no current broker registration.
Is Mark Byelich a CFP?
Attleboro Wealth Management lists Mark Byelich with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mark Byelich’s record?
Search CRD 4388024 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Byelich’s full registration record.
