Mark Rylance has been CEO, Trustee of the Rylance Family Trust DTD 9/29/2003 of R. S. Crum since July 2011, is a control person of the firm and directly owns between 50% and 75% of it. Mark Rylance holds a Bachelor of Science in Business Administration from the University of Arizona.
R. S. Crum, Inc. is a Newport Beach, CA firm with $721M under management, 332 clients and 4 advisers in one office, as of its September 2026 filing.
Mark Rylance is a co-owner of RS Crum and serves as the lead financial advisor for many of the firm's clients. He is a past President and Chairman of the Orange County Financial Planning Association.
Mark Rylance’s longest registration is the current one, 15 years at R. S. Crum since 2011. Before joining R. S. Crum in 2011, Mark Rylance was registered through Merrill Lynch Pierce Fenner & Smith Inc.
- RS Crum Inc.Current– present · 15 yearsNewport Beach, CA · Adviser representative · Firm CRD 158621
- Merrill Lynch Pierce Fenner & Smith Inc.– · 4 yearsSeal Beach, CA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Mark Rylance is registered as an investment adviser representative in 2 states. The first approvals date from September 2011; the most recent is Texas, in March 2017.
- CaliforniaSince 2 September 2011
- TexasSince 15 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 May 1998 |
| Series 7 | General Securities Representative Examination | 6 May 1998 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Kendall Rylance
- CRD
- 3029730
- Firm
- R. S. Crum · CRD 158621
- Role
- CEO, Trustee of the Rylance Family Trust DTD 9/29/2003
- Office
- 4 UPPER NEWPORT PLAZA DRIVE, SUITE 201, Newport Beach, CA 92660
- Registration
- Investment adviser registration
- In the industry since
- September 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- rscrum.com
Where does Mark Rylance work?
Mark Rylance has been CEO, Trustee of the Rylance Family Trust DTD 9/29/2003 of R. S. Crum, Inc. since July 2011, and is a control person of the firm.
Is Mark Rylance a financial advisor?
Yes. Mark Rylance has a current investment-adviser registration in California and Texas, through R. S. Crum since September 2011.
How many years of experience does Mark Rylance have?
Mark Rylance has 20 years in the financial industry, since September 2006, across 2 adviser firms.
What exams has Mark Rylance passed?
Mark Rylance has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 1998.
Where did Mark Rylance work before R. S. Crum?
Before R. S. Crum, Mark Rylance was registered through Merrill Lynch Pierce Fenner & Smith Inc., June 1998 to June 2003.
Where is Mark Rylance based?
Mark Rylance’s registered office is in Newport Beach, CA.
Is Mark Rylance registered with FINRA?
No. Mark Rylance has no current broker registration.
How can I verify Mark Rylance’s record?
Search CRD 3029730 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Rylance’s full registration record.
Daniel SextonCCO (Since 2011), Trustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016 (Since 2016)
Jon TheriaultCFO, Trustee of the Theriault Family Living Trust DTD 10/05/2007- Holly RylanceTrustee of the Rylance Family Trust DTD 9/29/2003
- Kirsten TheriaultTrustee of the Theriault Family Trust DTD 10/05/2007
- Kristina SextonTrustee of Daniel and Kristina Sexton Family Living Trust of 2016 DTD 06/29/2016