Unclaimed Profile

Mary Anne Dejohn

GENERATION CAPITAL MANAGEMENT LLC·PITTSFORD, New York

SIE, Series 6, Series 7, Series 24, Series 63, Series 66Clean record15 years registeredGENERATION CAPITAL MANAGEMENT LLC

1163 PITTSFORD-VICTOR ROAD, PITTSFORD, NY 14534CRD# 2593587Firm CRD# 128523

Profile Verification

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

Identity

Mary Anne Dejohn · PITTSFORD, NY

Registration

CRD #2593587 · GENERATION CAPITAL MANAGEMENT LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GENERATION CAPITAL MANAGEMENT LLC

FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.

May 2011 – Apr 2020

ROCHESTER, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · May 12, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GENERATION CAPITAL MANAGEMENT LLC

CRD 128523 · SEC 801-70216

AUM

$917M

Regulatory assets under management

Employees

323 client accounts

Services offered by GENERATION CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at GENERATION CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Mary Anne Dejohn offer?

Mary Anne Dejohn specializes in Financial Planning, Investment Management, Wealth Management.

What are Mary Anne Dejohn's credentials?

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

Where is Mary Anne Dejohn located?

Mary Anne Dejohn is based in PITTSFORD, New York, last registered with GENERATION CAPITAL MANAGEMENT LLC.

How does Mary Anne Dejohn charge for services?

Mary Anne Dejohn'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 GENERATION CAPITAL MANAGEMENT LLC?

GENERATION CAPITAL MANAGEMENT LLC has approximately 6 employees and manages $917M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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