Mary
Ales
Osaic Advisory Services, LLC
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About this Advisor
Mary Ales is a financial advisor based in Atlanta, Georgia, working with Osaic Advisory Services, LLC. Mary has previously held positions at Bloomfield Investment Group, Mowatt Financial Inc, Arvest Bank, First Allied Securities, Inc, Cetera Advisors LLC, Sageview Advisory Group, LLC, Triad Advisors, and Triad Hybrid Solutions. Mary has passed the Series 66 regulatory exam and is registered to provide services in Colorado and Michigan. Currently, Mary is part of Osaic Advisory Services, LLC, which operates out of Atlanta, Georgia. The firm has 155 offices and 2,582 employees. The firm manages assets totaling $4.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Osaic Advisory Services, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Osaic Advisory Services, LLC Brokerage Details
$4,938,711,328
2,582
20,269
$243,658
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Mary Ales Work History
Triad Advisors
Triad Hybrid Solutions
Sageview Advisory Group, LLC
Cetera Advisors LLC
Sageview Advisory Group, LLC
First Allied Securities, Inc
Bloomfield Investment Group
Mowatt Financial Inc
Arvest Bank
Disclosures
Please visit the SEC profile of Mary Ales 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 Osaic Advisory Services, LLC
Knoxville, TN
Allentown, PA
Atlanta, GA
Allentown, PA
Atlanta, GA
Atlanta, GA
West Chester, PA
Troy, MI
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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