Mary Broidy (CRD# 6907419) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Southampton, NY and has over 5 years of experience in the finance industry.
CRD# 5005616
Wynkoop LLC
CRD# 2238818
Wilmington Capital Securities, LLC
CRD# 2886346
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
J.p. Morgan Securities LLC | Southampton, NY | Jan 2023 - Current | 1 |
Jpmorgan Chase Bank, N.a. | Southampton, NY | Jan 2023 - Current | 1 |
Coldwell Banker Beau Hulse Realty Group | Hampton Bays, NY | Nov 2004 - Current | 19 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverhead, NY | Jan 2018 - Dec 2022 | 4 |
Bank Of America, N.a. | Riverhead, NY | Jan 2018 - Dec 2022 | 4 |
Mary Broidy | Southampton, NY | Jan 2006 - Dec 2018 | 12 |
Town Of Southampton School District | Southampton, NY | Oct 2017 - Dec 2017 | < 1 |
Sag Harbor Union Free School District | Sag Harbor, NY | Oct 2017 - Nov 2017 | < 1 |
Hampton Gym Corp | Southampton, NY | Apr 2013 - Jun 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Jun 2018 |
- NY
-
Total Assets Under Management249,731MILLIONS
-
Total Number of Accounts1,034,072ACCOUNTS
-
Average Account Value$241,502
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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