Mary Costa, financial advisor Baltimore MD
93 score

Mary Costa

CRD Number: 4579679
Current Firm: Chapin Davis Asset Management

Mary Costa (CRD# 4579679) is an Investment Advisor Representative working at Chapin Davis Asset Management in Baltimore, MD and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Chapin, Davis Baltimore, MD Jul 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2010
S65 NASAA Investment Advisors Law Examination Mar 2008
Contact Info for Mary G. Costa
Phone Number: 410-435-3200
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    1,048
    MILLIONS
  • Total Number of Accounts
    6,060
    ACCOUNTS
  • Average Account Value
    $172,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, DC, DE, FL, GA, IL, MD, MI, NC, NJ, NM, NV, NY, OH, PA, SC, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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