Claim Profile
MM

Mary Patterson Mcpherson

EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS·NEW WINDSOR, New York
Unclaimed Profile
103 EXECUTIVE DR., SUITE 503, NEW WINDSOR, NY 12553CRD# 4897302Firm CRD# 133740
01

About

Mary Patterson Mcpherson is a registered financial advisor based in NEW WINDSOR, New York, affiliated with EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS
EMERITI RETIREMENT HEALTH SOLUTIONS
AUM
Regulatory assets under management
Employees
6
Total firm employees
Services
Market timing services
Other
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 4897302
Firm CRD# 133740
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW WINDSOR?

Browse all registered financial advisors in NEW WINDSOR, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Mary Patterson Mcpherson offer?
Mary Patterson Mcpherson is a registered financial advisor in NEW WINDSOR, New York. Contact their office for details on services offered.
What are Mary Patterson Mcpherson's credentials?
Mary Patterson Mcpherson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mary Patterson Mcpherson located?
Mary Patterson Mcpherson is based in NEW WINDSOR, New York, working with EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS. Their office serves clients in the NEW WINDSOR metropolitan area and surrounding communities.
How does Mary Patterson Mcpherson charge for services?
Mary Patterson Mcpherson's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS?
EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS has approximately 6 employees. 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 →
Browse by specialty