Mary Shouse, financial advisor Houston TX
93 score

Mary Shouse

CRD Number: 1936648
Current Firm: Chilton Capital Management LLC

Mary Shouse (CRD# 1936648) is an Investment Advisor Representative working at Chilton Capital Management LLC in Houston, TX and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Mid-continent Securities Advisors, Ltd. Houston, TX Feb 2013 - Current 3
Chilton Capital Management LLC Houston, TX Mar 2011 - Current 5
Chilton Capital Management Advisors, Inc. Houston, TX Mar 2011 - Current 5
Sii Investments, Inc. Houston, TX Apr 2010 - Mar 2011 < 1
Unemployed Houston, TX May 2008 - Apr 2010 1
Mbsc Securities Corporation Boston, MA Jul 2007 - May 2008 < 1
Mellon Capital Management Houston, TX Jul 1983 - Apr 2008 24
Mellon Funds Distributor, LP Houston, TX Dec 2005 - Jul 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2004
S66 NASAA Uniform Combined State Law Examination May 2010
Contact Info for Mary C. Shouse
Phone Number: (713) 650-1995
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,234
    MILLIONS
  • Total Number of Accounts
    1,440
    ACCOUNTS
  • Average Account Value
    $856,781
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, IL, KS, KY, LA, MA, MD, MO, MT, NM, NY, PA, TX

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

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