Mary Dee, financial advisor East Windsor CT

Mary Dee

CRD Number: 5885872
Current Firm: Wpg Advisory Group, LLC

Mary Dee (CRD# 5885872) is an Investment Advisor Representative working at Wpg Advisory Group, LLC in East Windsor, CT and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Wpg Advisory Group, LLC East Windsor, CT Feb 2015 - Current 9
Wealth Preservation Group Enfield, MA Mar 2009 - Current 15
Gradient Advisors, LLC Shoreview, MN Jan 2011 - Dec 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Mary A. Dee
Phone Number: 860-272-0139
Registered State(s):
  • CT
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CT, MA

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