Unclaimed Profile

Mary Meneely Wilson

TELEMUS CAPITAL, LLC·SOUTHFIELD, Michigan

Series 6, Series 63, Series 65Clean record12 years registeredTELEMUS CAPITAL, LLC

TWO TOWNE SQUARE, SOUTHFIELD, MI 48076CRD# 2016648Firm CRD# 168794

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Meneely Wilson · SOUTHFIELD, MI

Registration

CRD #2016648 · TELEMUS CAPITAL, LLC · 12 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Feb 2021 – present

TELEMUS CAPITAL, LLC

Jun 2015 – Jun 2020

SOUTHFIELD, MI

CIG ASSET MANAGEMENT, INC.

Jun 2014 – May 2015

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · June 24, 2014

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TELEMUS CAPITAL, LLC

CRD 168794 · SEC 801-78535

AUM

$3.0B

Regulatory assets under management

Employees

4,367 client accounts

Services offered by TELEMUS CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at TELEMUS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Mary Meneely Wilson offer?

Mary Meneely Wilson specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SOUTHFIELD, Michigan for a consultation.

What are Mary Meneely Wilson's credentials?

Mary Meneely Wilson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mary Meneely Wilson located?

Mary Meneely Wilson is based in SOUTHFIELD, Michigan, working with TELEMUS CAPITAL, LLC. Their office serves clients in the SOUTHFIELD metropolitan area and surrounding communities.

How does Mary Meneely Wilson charge for services?

Mary Meneely Wilson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TELEMUS CAPITAL, LLC?

TELEMUS CAPITAL, LLC has approximately 52 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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