Mary Derussy, financial advisor Ada MI

Mary Derussy

CRD Number: 3155526
Current Firm: Usa Financial Securities Corporation

Mary Derussy (CRD# 3155526) is an Investment Advisor Representative working at Usa Financial Securities Corporation in Ada, MI and has over 25 years of experience in the finance industry.

Similar Advisors
Rishi Acharya, financial advisor Ada MI
Rishi Acharya
CRD# 4414566
J.p. Morgan Securities LLC
Similar Advisors
Craig Ackermann, financial advisor Ada MI
Craig A. Ackermann
CRD# 4187403
Stewardship Trust Advisors
Similar Advisors
Todd Ackermann, financial advisor Ada MI
Todd W. Ackermann
CRD# 2030049
Stewardship Trust Advisors
Company Name Location Dates Years
Usa Financial Securities Ada, MI Jan 2024 - Current < 1
Derussy Financial Group Brooksville, FL Jan 2018 - Current 6
Optivise Advisory Services, LLC Franklin, TN Jul 2019 - Jan 2024 4
Blue Duck Wealth Management Brooksville, FL Feb 2018 - Jun 2019 1
J.w.cole Financial, Inc. Tampa, FL May 2013 - Feb 2018 4
J.w. Cole Advisors, Inc. Tampa, FL May 2013 - Feb 2018 4
Suncoast Wealth Management Group, LLC Spring Hill, FL Feb 2013 - Dec 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination May 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Mary E. Derussy
Phone Number: 888-407-8198
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    269
    MILLIONS
  • Total Number of Accounts
    1,395
    ACCOUNTS
  • Average Account Value
    $192,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Mary Derussy and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.