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MD

Mary E. Dorsey

MONEY CONSULTANTS ADVISORY
ST. LOUIS, MO
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CRD#: 1216065
MD

Professional summary


Mary Eileen Dorsey, CFP®, who also goes by Eileen Dorsey, M Eileen Dorsey, Mary Eileen Garavaglia, is a registered financial advisor currently at MONEY CONSULTANTS ADVISORY, INC. located in St. Louis, Missouri.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Mary has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Eileen Dorsey | M Eileen Dorsey | Mary Eileen Garavaglia

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
FILE SCHEDULE E FOR RENTAL PROPERTY PRESIDENT OF MONEY CONSULTANTS, INC. AN ACCOUNTING AND TAX PREPARATION FIRM.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Mary Eileen Dorsey's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Start date: 1985

Experience


Current

September 19, 1996 - Present

MONEY CONSULTANTS ADVISORY, INC.

RIA
CRD#: 111158
ST. LOUIS, MO
Past

February 3, 1997 - January 15, 2010

MONEY CONSULTANTS SERVICES, INC.

BD
CRD#: 41689
ST. LOUIS, MO
Past

June 24, 1985 - February 12, 1997

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

November 22, 1983 - May 23, 1986

FIRST AFFILIATED SECURITIES, INC.

BD
CRD#: 6871

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Missouri
(9/19/1996)

Exams


State Security Law Exam
IAR
Series 65
Date: 1/16/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 12/22/1987
General Securities Principal Examination

Current Firm


MC
MONEY CONSULTANTS ADVISORY, INC.
MONEY CONSULTANTS ADVISORY, INC. | MONEY CONSULTANTS, INC

CRD#: 111158 / SEC#:

Missouri
Registered Investment Advisory firm - (9/19/1996 Approved)
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Contact information


Main Address
St Louis, MO
Mailing Address
Phone number
(314) 963-9813
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts1
AUM (Assets Under Management)$ 1,959,652

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MONEY CONSULTANTS ADVISORY, INC.

CRD#: 111158St. Louis, MO

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