Mary L. Van Nostrand

VAN NOSTRAND WEALTH MANAGEMENT LLC

San Diego, CA 92127

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CRD#: 1300289

Professional summary

Mary Lynn Van Nostrand, CFP®, who also goes by Mary Lynn Bennett, Mary Lynn Vannostrand, is a registered financial advisor currently at VAN NOSTRAND WEALTH MANAGEMENT LLC located in San Diego, California.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Mary has worked at 7 firms and has passed the Series 63, Series 65, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Lynn Bennett | Mary Lynn Vannostrand

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) - RIA

Click below to view Mary Lynn Van Nostrand'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^®

Certified Financial Planner

Start date: 2007

Experience

Current

July 22, 2019 - Present

VAN NOSTRAND WEALTH MANAGEMENT LLC

Office #1: 16870 West Bernardo Drive, Suite 400, San Diego, CA 92127

RIA

CRD#: 304200

San Diego, CA

Past

June 2, 2011 - December 31, 2019

DUTTENHOFER ADVISORY GROUP

RIA

CRD#: 131386

San Diego, CA

Past

January 20, 2010 - May 31, 2011

VAN NOSTRAND & ASSOCIATES, INC.

RIA

CRD#: 130944

SAN DIEGO, CA

Past

April 23, 2004 - December 31, 2009

VAN NOSTRAND & ASSOCIATES, INC.

RIA

CRD#: 130944

SAN DIEGO, CA

Past

November 13, 2003 - June 8, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

RIA

CRD#: 39543

SAN DIEGO, CA

Past

October 29, 2003 - June 8, 2004

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

FAIRFIELD, IA

Past

January 4, 1997 - December 31, 1998

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

SCOTTSDALE, AZ

Past

September 7, 1993 - December 31, 1994

RESOURCE DEVELOPMENT INTERNATIONAL, LTD.

CRD#: 8435

SCHAUMBURG, IL

Past

April 15, 1985 - August 3, 1992

KEMPER FINANCIAL SERVICES, INC.

CRD#: 798

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

California
(7/22/2019)

IAR

Texas
(2/20/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/5/2003

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/12/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 10/28/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/6/1984

Investment Company Products/Variable Contracts Representative Examination

Current Firm

VAN NOSTRAND WEALTH MANAGEMENT LLC

MARY L. VAN NOSTRAND | VAN NOSTRAND, MARY, L | VAN NOSTRAND WEALTH MANAGEMENT LLC | VAN NOSTRAND WEALTH MANAGEMENT

CRD#: 304200 / SEC#:

California

Registered Investment Advisory firm - (7/22/2019 Approved)

Texas

Registered Investment Advisory firm - (2/20/2025 Approved)

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Contact information

Main Address

11440 W Bernardo Ct Suite 204, San Diego, CA 92127

Mailing Address

11440 W Bernardo Ct Suite 204, San Diego, CA 92127

Phone number

(858) 487-5195

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	153
AUM (Assets Under Management)	$ 55,566,417

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.

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Advisor Monitoring

Firm Stability Insights

Mary L. Van Nostrand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Lynn Van Nostrand's CRS (Customer Relationship Summary).

Certified licenses

Experience

DUTTENHOFER ADVISORY GROUP

VAN NOSTRAND & ASSOCIATES, INC.

VAN NOSTRAND & ASSOCIATES, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

RESOURCE DEVELOPMENT INTERNATIONAL, LTD.

KEMPER FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 11/5/2003

Series 65

Date: 7/12/2003

Series 7

Date: 10/28/2003

Series 6

Date: 9/6/1984

Current Firm

VAN NOSTRAND WEALTH MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

VAN NOSTRAND WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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