Unclaimed Profile

Mary Emily Lord

SPERO-SMITH INVESTMENT ADVISERS, INC.·CLEVELAND, Ohio

Clean record19 years registeredSPERO-SMITH INVESTMENT ADVISERS, INC.

50 PUBLIC SQUARE, CLEVELAND, OH 44113CRD# 4471688Firm CRD# 105428

Profile Verification

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

Identity

Mary Emily Lord · CLEVELAND, OH

Registration

CRD #4471688 · SPERO-SMITH INVESTMENT ADVISERS, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SPERO-SMITH INVESTMENT ADVISERS, INC.

HPM PARTNERS LLC

Dec 2016 – Nov 2017

Cleveland, OH

SPERO-SMITH INVESTMENT ADVISERS, INC.

Apr 2007 – Oct 2016

CLEVELAND, OH

Registrations & Exams

Registration record

First registered · April 5, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SPERO-SMITH INVESTMENT ADVISERS, INC.

CRD 105428 · SEC 801-20893

AUM

$810M

Regulatory assets under management

Employees

1,640 client accounts

Services offered by SPERO-SMITH INVESTMENT ADVISERS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SPERO-SMITH INVESTMENT ADVISERS, INC. →

Introduction

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Frequently Asked Questions

What services does Mary Emily Lord offer?

Mary Emily Lord specializes in Financial Planning, Investment Management, Wealth Management.

What are Mary Emily Lord's credentials?

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

Where is Mary Emily Lord located?

Mary Emily Lord is based in CLEVELAND, Ohio, last registered with SPERO-SMITH INVESTMENT ADVISERS, INC..

How does Mary Emily Lord charge for services?

Mary Emily Lord'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 SPERO-SMITH INVESTMENT ADVISERS, INC.?

SPERO-SMITH INVESTMENT ADVISERS, INC. has approximately 15 employees and manages $810M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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