Mary MacateeCRD Number: 5504456
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Mary Macatee (CRD# 5504456) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charleston, SC and has over 9 years of experience in the finance industry.
Coastal Wealth Advisors, LLC
First Citizens Investor Services, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charleston, SC||May 2015 - Current||3|
|Northwestern Mutual Investment Services, LLC||Peachtree Cor, GA||Apr 2015 - May 2015||< 1|
|Northwestern Mutual Wealth Management Company||Milwaukee, WI||Jun 2011 - May 2015||3|
|Northwestern Mutual Investment Services, LLC||Norcross, GA||May 2011 - May 2015||4|
|Wayne Moore||Norcross, GA||May 2011 - May 2015||4|
|Capital City Club||Atlanta, GA||Apr 2012 - Apr 2015||3|
|Wayne Moore||Norcross, GA||Apr 2011 - May 2011||< 1|
|Fidelity Investments||Alpharetta, GA||Sep 2010 - Apr 2011||< 1|
|John Wright||Norcross, GA||Mar 2010 - Sep 2010||< 1|
|Northwestern Mutual Investment Services, LLC||Atlanta, GA||Oct 2008 - Sep 2010||1|
|John Wright||Atlanta, GA||Mar 2008 - Mar 2010||2|
|Nordstrom||Atlanta, GA||Jan 2008 - May 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2009|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.