Mary DerussyCRD Number: 3155526
Current Firm: J. W. Cole Advisors, Inc.
Mary Derussy (CRD# 3155526) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Tampa, FL and has over 18 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|J.w.cole Financial, Inc.||Tampa, FL||May 2013 - Current||4|
|J.w. Cole Advisors, Inc.||Tampa, FL||May 2013 - Current||4|
|Suncoast Wealth Management Group, LLC||Spring Hill, FL||Feb 2013 - Current||4|
|Northwestern Mutual Investment Services, LLC||Clearwater, FL||Jul 2011 - Feb 2013||1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||May 2011 - Feb 2013||1|
|Cvl Linen Service, Inc.||Hudson, FL||Oct 2009 - Jul 2011||1|
|Lpl Financial||Saint Petersburg, FL||May 2009 - Oct 2009||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691||Tampa, FL||Jul 2008 - May 2009||< 1|
|Linsco/private Ledger Corp.||St. Petersburg, FL||Oct 2003 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1999|
|S65||NASAA Investment Advisors Law Examination||May 2003|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
- Customer Dispute
Total Assets Under Management1,250MILLIONS
Total Number of Accounts6,832ACCOUNTS
Average Account Value$182,954
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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