Mary Schmutte, financial advisor Fairfield OH
93 score

Mary Schmutte

CRD Number: 4498859
Current Firm: U.s. Bancorp Investments, Inc.

Mary Schmutte (CRD# 4498859) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Fairfield, OH and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
U.s. Bancorp Investments, Inc. Cincinnati, OH Jan 2002 - Current 14
U.s. Bank Cincinnati, OH Feb 2010 - Dec 2012 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
S63 Uniform Securities State Law Examination May 2010
Contact Info for Mary A. Schmutte
Phone Number: 800-888-4700
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    5,065
    MILLIONS
  • Total Number of Accounts
    24,670
    ACCOUNTS
  • Average Account Value
    $205,313
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, 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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