Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Mary Coffey, financial advisor Chicago IL
93 score

Mary Coffey

CRD Number: 1008460
Current Firm: Cupps Capital Management, LLC

Mary Coffey (CRD# 1008460) is an Investment Advisor Representative working at Cupps Capital Management, LLC in Chicago, IL and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Cupps Capital Management Chicago, IL Dec 2012 - Current 3
Zacks Investment Management Chicago, IL Jan 2008 - Dec 2012 4
Self Employed Naperville, IL Jun 2002 - Dec 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1982
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Mary G. Coffey
Phone Number: 312-263-1057
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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

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