Mary
Derussy

Usa Financial Securities Corporation

CRD#3155526
Investment Advisor
in Spring Hill, FL

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About this Advisor

Mary Derussy is a financial advisor based in Spring Hill, Florida, working with Usa Financial Securities Corporation. Mary has previously held positions at Suncoast Wealth Management Group, LLC, J.W.Cole Financial, Inc, J.W. Cole Advisors, Inc, Usa Financial Securities, Blue Duck Wealth Management, Derussy Financial Group, and Optivise Advisory Services, LLC. Mary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Mary is part of Usa Financial Securities Corporation, which operates out of Spring Hill, Florida. The firm has 126 offices and 166 employees. The firm manages assets totaling $268.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Usa Financial Securities Corporation includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

11035 Spring Hill Drive
Spring Hill, FL 34608

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Usa Financial Securities Corporation Brokerage Details

Total Assets Under Management

$268,691,644

FL Average: $943,424,332
Total Number of Employees

166

FL Average: 21
Total Number of Accounts

1,395

FL Average: 1,586
Average Account Size

$192,610

FL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Mary Derussy Work History

2024 - Present (0 year)

Usa Financial Securities

2019 - Present (5 years)

Optivise Advisory Services, LLC

2018 - Present (6 years)

Derussy Financial Group

2018 - 2019 (1 year)

Blue Duck Wealth Management

2013 - 2017 (4 years)

Suncoast Wealth Management Group, LLC

2013 - 2018 (5 years)

J.W.Cole Financial, Inc

2013 - 2018 (5 years)

J.W. Cole Advisors, Inc

Disclosures

Please visit the SEC profile of Mary Derussy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Usa Financial Securities Corporation

Kyle Beals
Raleigh, NC
Jason Towles
Raleigh, NC
Tyler Bannister
Ada, MI
Andrew Kayla
Ada, MI
Russell Sutton
Erie, PA
Andrew Coplin
Ada, MI
Susan Green
Tustin, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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