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George M. Mara

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CRD#: 1574331
GM

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

George Michael Mara JR, who also goes by George Michael Jr Mara, was a registered financial professional .

George is a previously registered financial professional and started their career in finance in 2001. George had worked at 7 firms and has passed the Series 7TO, SIE and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


George Michael Jr Mara

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.
Member of Board of Trustee's at Emerson College (Boston, MA). Member of the Investment Committee of the Endowment

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

April 16, 2019 - April 25, 2023

BOENNING & SCATTERGOOD, INC.

RIA
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

January 30, 2019 - April 3, 2023

BOENNING & SCATTERGOOD, INC.

BD
CRD#: 100
WEST CONSHOHOCKEN, PA
Past

November 15, 2011 - October 12, 2012

DAUTRICH, SEILER FINANCIAL SERVICES, INC.

BD
CRD#: 29421
FORT WASHINGTON, PA
Past

October 6, 2011 - February 21, 2013

ICC CAPITAL MANAGEMENT INC

RIA
CRD#: 108806
ORLANDO, FL
Past

February 18, 2008 - June 17, 2009

Q PRIME, INC.

BD
CRD#: 41063
MALVERN, PA
Past

August 4, 2003 - December 31, 2011

VALLEY FORGE CAPITAL ADVISORS, INC.

RIA
CRD#: 123652
VALLEY FORGE, PA
Past

November 26, 2002 - February 23, 2006

CITCO MUTUAL FUND DISTRIBUTORS, INC.

BD
CRD#: 41920
MALVERN, PA
Past

January 26, 2001 - November 14, 2002

EAST COAST CONSULTANTS, INC.

BD
CRD#: 38380
MALVERN, PA

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


General Industry/Product Exam
RR
Series 7TO
Date: 1/30/2019
General Securities Representative Examination
Principal/Supervisory Exam

Current Firm


BOENNING & SCATTERGOOD, INC.
BOENNING & SCATTERGOOD, INC.
1914 ADVISORS | BOENNING & SCATTERGOOD, INC. | BOENNING & SCATTERGOOD ASSET MANAGEMENT

CRD#: 100 / SEC#: 801-68111, 8-15543

BD
Terminated by SEC on 04/04/2023
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Contact information


Main Address
Four Tower Bridge 200 Barr Harbor Drive Suite 300, West Conshohocken, PA, 19428
Mailing Address
Phone number
(800) 883-1212
Established
Pennsylvania since 01/01/1970
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
76

Documents


Latest Form ADV

Part 2 Brochures

1914 ADVISORS WRAP FEE BROCHURE (5/27/2022)

Direct owners and executive officers


NamePositionCRD#
BOENNING & SCATTERGOOD HOLDINGSHOLDING CO OF BOENNING & SCATTERGOOD INC
MADDALONI, ANDREW MICHAELDIRECTOR2825865
MARA, GEORGE MICHAEL JRCHIEF COMPLIANCE OFFICER1574331
MARA, GEORGE MICHAEL JRPRESIDENT1574331
SCATTERGOOD, HAROLD FRANCIS JRDIRECTOR412133
STANNARD, JEFFREY TAPPANDIRECTOR1337225
WEIGAND, DALE ROBERTDIRECTOR, CHIEF FINANCIAL OFFICER,FINOP1374549

Regulatory assets under management


Total Number of Accounts1,321
AUM (Assets Under Management)$ 1,157,621,985

Disclosures


Regulatory Event22
Civil Event1
Arbitration1

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


BOENNING & SCATTERGOOD, INC.

BOENNING & SCATTERGOOD, INC.

CRD#: 100

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