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MW

Mary A. Wise

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CRD#: 1266649
MW

Professional summary


Mary Ann Wise was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Mary is a previously registered financial professional and started their career in finance in 1987. Prior to being barred, Mary had worked at 24 firms, which includes BLACKBOOK CAPITAL LLC, GARDEN STATE SECURITIES INC., WALNUT STREET SECURITIES INC., TOWER SQUARE SECURITIES INC., NEW ENGLAND SECURITIES, MSI FINANCIAL SERVICES INC., A.B. WATLEY DIRECT INC., VDM INSTITUTIONAL BROKERAGE LLC, LL PARTNERS INC., SHIELDS & COMPANY, DOYLE MILES & CO. LLC, COMMONWEALTH ASSOCIATES, VIEWTRADE FINANCIAL, PUGLISI & CO., UBS FINANCIAL SERVICES INC., SANDGRAIN SECURITIES LLC, J. ROBBINS SECURITIES L.L.C, J. ROBBINS SECURITIES INC., COLEMAN & COMPANY SECURITIES INC., LT LAWRENCE & CO. INC., BEECH HILL SECURITIES INC., CITIGROUP GLOBAL MARKETS INC., LEHMAN BROTHERS INC., STRATTON SECURITIES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Ann Bugliaro | Mary Ann Ricker

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

June 30, 2015 - February 2, 2016

BLACKBOOK CAPITAL, LLC

BD
CRD#: 123234
New York, NY
Past

November 14, 2014 - July 9, 2015

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
HACKENSACK, NJ
Past

November 9, 2011 - January 11, 2013

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
SOMERSET, NJ
Past

November 9, 2011 - January 11, 2013

TOWER SQUARE SECURITIES, INC.

BD
CRD#: 833
SOMERSET, NJ
Past

November 9, 2011 - January 11, 2013

NEW ENGLAND SECURITIES

BD
CRD#: 615
SOMERSET, NJ
Past

November 9, 2011 - August 15, 2014

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

November 10, 2010 - September 26, 2011

NEW ENGLAND SECURITIES

BD
CRD#: 615
FAIRFIELD, NJ
Past

January 17, 2008 - July 7, 2010

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
NEW YORK, NY
Past

September 12, 2007 - January 2, 2008

A.B. WATLEY DIRECT, INC.

BD
CRD#: 18663
NEW YORK, NY
Past

July 28, 2006 - September 6, 2007

VDM INSTITUTIONAL BROKERAGE, LLC

BD
CRD#: 39022
NEW YORK, NY
Past

February 2, 2006 - November 13, 2007

LL PARTNERS, INC.

BD
CRD#: 32189
NEW YORK, NY
Past

November 16, 2005 - February 1, 2006

SHIELDS & COMPANY

BD
CRD#: 11053
NEW YORK, NY
Past

April 30, 2002 - December 21, 2007

DOYLE, MILES & CO., LLC

BD
CRD#: 115740
NEW YORK, NY
Past

May 4, 2001 - February 22, 2002

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

October 23, 2000 - May 1, 2001

VIEWTRADE FINANCIAL

BD
CRD#: 47116
BOCA RATON, FL
Past

June 20, 2000 - October 3, 2000

PUGLISI & CO.

BD
CRD#: 19451
NEW YORK, NY
Past

September 18, 1998 - June 23, 2000

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

April 6, 1998 - May 18, 1998

SANDGRAIN SECURITIES LLC

BD
CRD#: 26004
GARDEN CITY, NY
Past

September 9, 1997 - April 15, 1998

J. ROBBINS SECURITIES, L.L.C

BD
CRD#: 42584
NEW YORK, NY
Past

October 21, 1996 - November 12, 1996

J. ROBBINS SECURITIES, INC.

BD
CRD#: 13084
NEW YORK, NY
Past

July 14, 1995 - October 18, 1996

COLEMAN & COMPANY SECURITIES, INC.

BD
CRD#: 1486
NEW YORK, NY
Past

August 5, 1994 - August 30, 1994

LT LAWRENCE & CO., INC.

BD
CRD#: 31956
NEW YORK, NY
Past

March 18, 1992 - June 28, 1994

BEECH HILL SECURITIES, INC.

BD
CRD#: 24771
NEW YORK, NY
Past

March 30, 1990 - June 26, 1991

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

April 4, 1988 - September 23, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

December 4, 1987 - April 14, 1988

STRATTON SECURITIES, INC.

BD
CRD#: 11658

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/7/1987
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 2/6/2007
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


BC
BLACKBOOK CAPITAL, LLC
BLACKBOOK CAPITAL LLC | PHOENIX SECURITIES, INC. | FRANKLIN CHRISTOPHER INVESTMENTS LLC | FRANKLIN CHRISTOPHER INVESTMENT BANKERS, INC. | ET SECURITIES, INC. | BLACKBOOK CAPITAL, LLC | BLACKBOOK CAPITAL, INC.

CRD#: 123234 / SEC#: , 8-65577

BD
Terminated by SEC on 08/20/2016
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 11/10/2009
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
OGELE, FRANKLIN IHENDUCEO, PRESIDENT, FINOP, CCO2197820
APEX HOMES, INCMEMBER

Disclosures


Regulatory Event4
Arbitration1
Judgment/Lien1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information


BLACKBOOK CAPITAL, LLC

CRD#: 123234

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