AdvisorOS Directory
Claim Profile
Unclaimed Profile
MF

Mary Kathleen Fisher

ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, Florida
Series 7, Series 66Clean recordACCOLADE INVESTMENT ADVISORY, LLC
3692 COOLIDGE COURT, TALLAHASEE, FL 32311CRD# 5612348Firm CRD# 145635

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mary Kathleen Fisher · TALLAHASEE, FL
Registration
CRD #5612348 · ACCOLADE INVESTMENT ADVISORY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Mary Kathleen Fisher is a registered financial advisor based in TALLAHASEE, Florida, affiliated with ACCOLADE INVESTMENT ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

Introduction

Speak with Mary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mary is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
AUM
$1.4B
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5612348
Firm CRD# 145635
View on FINRA BrokerCheck →

Looking for a financial advisor in TALLAHASEE?

Browse all registered financial advisors in TALLAHASEE, Florida or claim this profile if it's yours.

Browse TALLAHASEE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Mary Kathleen Fisher offer?
Mary Kathleen Fisher specializes in Wealth Management. Contact their office in TALLAHASEE, Florida for a consultation.
What are Mary Kathleen Fisher's credentials?
Mary Kathleen Fisher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Kathleen Fisher located?
Mary Kathleen Fisher is based in TALLAHASEE, Florida, working with ACCOLADE INVESTMENT ADVISORY, LLC. Their office serves clients in the TALLAHASEE metropolitan area and surrounding communities.
How does Mary Kathleen Fisher charge for services?
Mary Kathleen Fisher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACCOLADE INVESTMENT ADVISORY, LLC?
ACCOLADE INVESTMENT ADVISORY, LLC has approximately 6 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ACCOLADE INVESTMENT ADVISORY, LLC

Del Huff
COLUMBUS, OH
Brad Lee Miller
TALLAHASEE, FL
Hilary Ann Eisbrenner
COLUMBUS, OH
James Byrun Smith
TALLAHASEE, FL
Melissa Ann Ashley
COLUMBUS, OH
Phil Buell
COLUMBUS, OH

More Advisors in TALLAHASEE, Florida

Daniel Edward Kelley
ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, FL
Robert Frederick Schleiter
ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile