Mary AdamskiCRD Number: 1193597
Current Firm: Rbc Capital Markets, LLC
Mary Adamski (CRD# 1193597) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Edina, MN and has over 38 years of experience in the finance industry. Mary Adamski 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.
Wealth Enhancement Advisory Services, LLC
U.s. Bancorp Investments, Inc.
Wells Fargo Clearing Services, LLC
|City National Bank||Edina, MN||Oct 2016 - Current||5|
|Rbc Capital Markets, LLC||Edina, MN||Mar 2008 - Current||14|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 1999|
|S66||NASAA Uniform Combined State Law Examination||Mar 2006|
Total Assets Under Management201,164MILLIONS
Total Number of Accounts395,275ACCOUNTS
Average Account Value$508,922
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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