Mary Short, financial advisor Santa Monica CA
96 score

Mary Short

CRD 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 6 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.

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Professional Designations
Company Name Location Dates Years
Wilshire Associates Incorporated Santa Monica, CA Dec 2013 - Current 3
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
Contact Info for Mary C. Short
Phone Number: 310-451-3051
Firm Website: http://www.wilshire.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,238
    MILLIONS
  • Total Number of Accounts
    569
    ACCOUNTS
  • Average Account Value
    $2,175,762
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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