Mary Axelrod, financial advisor Ellijay GA

Mary Axelrod

CRD Number: 5079135
Current Firm: Capital Management Services, Inc.

Mary Axelrod (CRD# 5079135) is an Investment Advisor Representative working at Capital Management Services, Inc. in Ellijay, GA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fouts Law Group & Fouts Retirement Planning Ellijay, GA May 2018 - Current 2
Cvs Ellijay, GA Nov 2017 - May 2018 < 1
American Infrastructure Funds Foster City, CA May 2016 - Sep 2017 1
Blue Frog San Leandro, CA Jul 2015 - May 2016 < 1
Goodwin Procter San Fransisco, CA Oct 2008 - Jul 2015 6
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2019
Contact Info for Mary J. Axelrod
Phone Number: 636-207-5829
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    98
    MILLIONS
  • Total Number of Accounts
    816
    ACCOUNTS
  • Average Account Value
    $119,931
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, FL, GA, IL, KS, MO, TX, WA

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