Unclaimed Profile

Mary Meneely Wilson

TELEMUS CAPITAL, LLC·SOUTHFIELD, Michigan

Clean recordTELEMUS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mary Meneely Wilson is a registered financial advisor based in SOUTHFIELD, Michigan, affiliated with TELEMUS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

TELEMUS CAPITAL, LLC

AUM

$3.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at TELEMUS CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2016648

Firm CRD# 168794

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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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