Mary StanekCRD Number: 6040076
Current Firm: West Chester Capital Advisors Inc.
Mary Stanek (CRD# 6040076) is an Investment Advisor Representative working at West Chester Capital Advisors Inc. in Johnstown, PA and has over 5 years of experience in the finance industry.
Cadaret Grant & Co Inc.
Lpl Financial LLC
Mml Investors Services, LLC
|West Chester Capital Advisors, Inc.||Johnstown, PA||Sep 2013 - Current||4|
|West Chester Capital Advisors, Inc.||Johnstown, PA||Jan 2012 - Sep 2013||1|
|Ameriserv Trust And Financial Services Company||Johnstown, PA||May 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2012|
Total Assets Under Management877MILLIONS
Total Number of Accounts14ACCOUNTS
Average Account Value$62,675,061
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
- Publication of periodicals or newsletters
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