Mary Stults, financial advisor Denver CO
93 score

Mary Stults

CRD Number: 1046048
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Mary Stults (CRD# 1046048) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Denver, CO and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Merrill Lynch Pierce Fenner & Smith Inc. Denver, CO Oct 2000 - Current 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2001
Contact Info for Mary H. Stults
Phone Number: 800-637-7455
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

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

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