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Mary Kathleen Fisher

ACCOLADE INVESTMENT ADVISORY, LLC·TALLAHASEE, Florida
SIE, Series 7, Series 66Clean record17 years registeredACCOLADE 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 · 17 years registered
Brand Profile
Not yet started
01

Career History

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Jun 2018 – present
MORGAN STANLEY
May 2017 – May 2018
TALLAHASSEE, FL
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
Jan 2011 – Mar 2017
TALLAHASEE, FL
SUNTRUST INVESTMENT SERVICES, INC.
Jun 2009 – Sep 2010
TALLAHASSEE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · June 9, 2009
Years registered · 17
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACCOLADE INVESTMENT ADVISORY, LLC
CRD 145635 · SEC 801-68695
AUM
$1.4B
Regulatory assets under management
Employees
6
41 client accounts
Services offered by ACCOLADE INVESTMENT ADVISORY, LLC
Per Form ADV
Selection of other advisers
View all advisors at ACCOLADE INVESTMENT ADVISORY, LLC →
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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.
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Other Advisors at ACCOLADE INVESTMENT ADVISORY, LLC

Peter Joseph Gibson
COLUMBUS, OH
James Donald Pisula
COLUMBUS, OH
Joseph Ghammashi
COLUMBUS, OH
Michael Lee Gampp
COLUMBUS, OH

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