Mary
Bolt

Avantax Advisory Services

CRD#4055366
Investment Advisor
in Duncansville, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Mary Bolt is a chartered financial consultant operating in Duncansville, Pennsylvania with a total of 6 years of industry experience. Bolt is on the advisory team at Avantax Advisory Services. Throughout their career, Bolt has worked at Bolt Tax & Financial LLC, Avantax Investment Services, Inc, Hollidaysburg Ambulance, Penn State University, Avantax Insurance Agency, LLC, Avantax Advisory Services and Blair Township Sewer And Water Authority. Bolt has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Pennsylvania. Avantax Advisory Services is a firm based in Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 people on staff. It oversees $31 billion in assets under management among its 123,393 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 123,393 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. Avantax Advisory Services offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on the type of financial services offered. Fees billed by Avantax Advisory Services likely include asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1707 Newry Ln Po Box 218
Duncansville, PA 16635

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Avantax Advisory Services Brokerage Details

Total Assets Under Management

$30,968,246,116

PA Average: $3,042,739,679
Total Number of Employees

2,433

PA Average: 49
Total Number of Accounts

123,393

PA Average: 2,315
Average Account Size

$250,972

PA Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Mary Bolt Work History

Mary has been registered as a financial advisor for 6 years.*

2018 - Present (6 years)

Blair Township Sewer And Water Authority

2017 - Present (7 years)

Avantax Insurance Agency, LLC

2017 - Present (7 years)

Avantax Advisory Services

2016 - Present (8 years)

Penn State University

2015 - Present (9 years)

Avantax Investment Services, Inc

2011 - Present (13 years)

Hollidaysburg Ambulance

1991 - Present (33 years)

Bolt Tax & Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mary Bolt 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 Avantax Advisory Services

Nicholas Randone
Melville, NY
Alexander Folken
Fullerton, CA
Annie Fruge
Irving, TX
Brandon Melton
Irving, TX
Jeanne Helmar
Lansdale, PA
Travis Rivers
Mccordsville, IN
Denissia Gordon
Dallas, TX
Rosa Rosales
Irving, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started