Mary Gouveia, financial advisor New Carrollton MD
93 score

Mary Gouveia

CRD Number: 4618793
Current Firm: Suntrust Investment Services, Inc.

Mary Gouveia (CRD# 4618793) is an Investment Advisor Representative working at Suntrust Investment Services, Inc. in New Carrollton, MD and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Suntrust Bank Baltimore, MD Jun 2015 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Jun 2015 - Current 1
Suntrust Investment Services, Inc. Atlanta, GA Dec 2011 - Jun 2015 3
Unemployed Frederick, MD Oct 2011 - Nov 2011 < 1
Morgan Keegan Company Inc. Rockville, MD Jun 2011 - Sep 2011 < 1
Merrill Lynch, Pierce, Fenner &amp; Smith Rockville, MD Feb 2010 - Jun 2011 1
Unemployed Frederick, MD Feb 2009 - Jan 2010 < 1
National Planning Corporation Rockville, MD Oct 2008 - Jan 2009 < 1
National Planning Corp Rockville, MD Oct 2008 - Jan 2009 < 1
Unemployed Frederick, MD Aug 2007 - Oct 2008 1
Unemployed Frederick, MD Sep 2007 - Sep 2008 1
Citigroup Global Markets Bowie, MD Jul 2006 - Aug 2007 1
Citigroup Global Markets Inc. New York, NY Feb 2006 - Aug 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2006
S65 NASAA Investment Advisors Law Examination Aug 2010
Contact Info for Mary K. Gouveia
Phone Number: 404-813-8981
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    10,443
    MILLIONS
  • Total Number of Accounts
    26,841
    ACCOUNTS
  • Average Account Value
    $389,077
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Other
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, 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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