Mark Wyand has been Founder & CCO of Layline Advisors since July 2016, is a control person of the firm and directly owns 75% or more of it. Mark Wyand holds a B.S. in Finance from Villanova University.
Layline Advisors, LLC is a Rochester, NY firm with $131M under management, 121 clients and 3 advisers in one office, as of its January 2026 filing.
Mark Wyand is Founder, Advisor of Layline Advisors, LLC, based in Rochester, NY. He spent four years in New York working for Goldman Sachs. He moved back to Rochester in late 2011 to work with his father as an advisor with Council Rock Wealth Advisory Group, an Ameriprise Financial franchise, and launched Layline Advisors in the fall of 2016.
Mark Wyand’s longest registration is the current one, 9 years at Layline Advisors since 2016. Before joining Layline Advisors in 2016, Mark Wyand was registered through Ameriprise Financial Services, Inc.
- Ameriprise Financial Services, Inc.– · 1 yearRochester, NY · Adviser representative · Firm CRD 6363
Professional designations
Listed by Layline Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Mark Wyand is registered as an investment adviser representative in Texas, since December 2016.
- TexasSince 16 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 August 2011 |
| Series 7 | General Securities Representative Examination | 26 January 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mark Carl Wyand
- CRD
- 5402543
- Firm
- Layline Advisors · CRD 285136
- Role
- Founder & CCO
- Office
- 19 PRINCE ST., 3RD FLOOR, Rochester, NY 14607
- Registration
- Investment adviser registration
- In the industry since
- July 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- laylineadvisors.com
Where does Mark Wyand work?
Mark Wyand has been Founder & CCO of Layline Advisors, LLC since July 2016, and is a control person of the firm.
Is Mark Wyand a financial advisor?
Yes. Mark Wyand has a current investment-adviser registration in Texas, through Layline Advisors since December 2016.
How many years of experience does Mark Wyand have?
Mark Wyand has 17 years in the financial industry, since July 2009, across 2 adviser firms.
What exams has Mark Wyand passed?
Mark Wyand has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2009. FINRA credited Mark Wyand with the SIE, which began in October 2018.
Where did Mark Wyand work before Layline Advisors?
Before Layline Advisors, Mark Wyand was registered through Ameriprise Financial Services, Inc., January 2015 to December 2016.
Where is Mark Wyand based?
Mark Wyand’s registered office is in Rochester, NY.
Is Mark Wyand registered with FINRA?
No. Mark Wyand has no current broker registration.
Is Mark Wyand a CFA charterholder?
Layline Advisors lists Mark Wyand with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Mark Wyand’s record?
Search CRD 5402543 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Wyand’s full registration record.