Mary ShortCRD Number: 4552589
Current Firm: Wilshire Associates Incorporated
Mary Short (CRD# 4552589) is an Investment Advisor Representative working at Wilshire Associates Incorporated in Santa Monica, CA and has over 7 years of experience in the finance industry. Mary Short has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jst Investment Consulting
Fried Asset Management, Inc.
|Wilshire Associates Incorporated||Santa Monica, CA||Dec 2013 - Current||4|
|300 North Capital||Pasadena, CA||Dec 2012 - Dec 2013||1|
|Convergent Wealth Advisors, LLC||Rockville, MD||Feb 2010 - Nov 2012||2|
|International Medical Corps.||Santa Monica, CA||Dec 2008 - Jan 2010||1|
|Elizabeth Glaser Pediatric Aids Foundation||Washington, DC||Feb 2007 - Nov 2008||1|
|Johns Hopkins University||Washington, DC||Jan 2006 - Dec 2007||1|
|Skadden Arps||Washington, DC||Jul 2004 - Sep 2006||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 2010|
Total Assets Under Management13,777MILLIONS
Total Number of Accounts1,338ACCOUNTS
Average Account Value$10,297,074
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
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