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 8 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||2|
|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
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