Unclaimed Profile

Mary Kelly Ziegler

UNION SQUARE CAPITAL PARTNERS, LLC·KENNETT SQUARE, Pennsylvania

Clean recordUNION SQUARE CAPITAL PARTNERS, LLC

235 WHITEHORSE LANE, KENNETT SQUARE, PA 19348CRD# 6084677Firm CRD# 288708

Profile Verification

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

Identity

Mary Kelly Ziegler · KENNETT SQUARE, PA

Registration

CRD #6084677 · UNION SQUARE CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Mary Kelly Ziegler is a registered financial advisor based in KENNETT SQUARE, Pennsylvania, affiliated with UNION SQUARE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

UNION SQUARE CAPITAL PARTNERS, LLC

AUM

$277M

Regulatory assets under management

Employees

Total firm employees

View all advisors at UNION SQUARE CAPITAL PARTNERS, LLC →

Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6084677

Firm CRD# 288708

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Mary Kelly Ziegler offer?

Mary Kelly Ziegler specializes in Investment Management, Fee-Only Advisory. Contact their office in KENNETT SQUARE, Pennsylvania for a consultation.

What are Mary Kelly Ziegler's credentials?

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

Where is Mary Kelly Ziegler located?

Mary Kelly Ziegler is based in KENNETT SQUARE, Pennsylvania, working with UNION SQUARE CAPITAL PARTNERS, LLC. Their office serves clients in the KENNETT SQUARE metropolitan area and surrounding communities.

How does Mary Kelly Ziegler charge for services?

Mary Kelly Ziegler's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UNION SQUARE CAPITAL PARTNERS, LLC?

UNION SQUARE CAPITAL PARTNERS, LLC has approximately 9 employees and manages $277M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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