Mary Kuehn (CRD# 2581386) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Williamsville, NY and has over 23 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Williamsville, NY | Jun 2024 - Current | < 1 |
| Osaic Wealth, Inc. | Williamsville, NY | Jun 2024 - Current | < 1 |
| Financial Education Resources | Williamsville, NY | Mar 2020 - Current | 4 |
| Securities America, Inc. | Williamsville, NY | Jul 2020 - Jun 2024 | 3 |
| Securities America Advisors, Inc. | Williamsville, NY | Jul 2020 - Jun 2024 | 3 |
| Investacorp Advisory Services | Miami, FL | Jun 2020 - Jul 2020 | < 1 |
| Investacorp | Miami, FL | Jun 2020 - Jul 2020 | < 1 |
| Unemployed | Lockport, NY | Jan 2020 - Mar 2020 | < 1 |
| Clarion Wealth Management Partners | Fairfax, VA | Dec 2019 - Jan 2020 | < 1 |
| Commonwealth Financial Network | Waltham, MA | Nov 2019 - Jan 2020 | < 1 |
| Connor Wealth Management | Lockport, NY | Nov 2019 - Dec 2019 | < 1 |
| Cadaret, Grant & Company, Inc. | Amherst, NY | Dec 2017 - Nov 2019 | 1 |
| Spectrum Wealth Management | Amherst, NY | Mar 2007 - Nov 2019 | 12 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Aug 2013 - Dec 2017 | 4 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Aug 2013 - Dec 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2000 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- CA
- NY
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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