Mary A. Benedict
Professional summary
Mary Alice Benedict, CIMA®, who also goes by Mary Alice Henderson, Mary Alice Henderson, is a registered financial advisor currently at HERITAGE ROAD ADVISORS located in Fairhope, Alabama.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Mary has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Alice Benedict's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 4, 2019 - Present
HERITAGE ROAD ADVISORS
December 1, 1993 - September 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 12, 1992 - September 5, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/4/2019)
(3/19/2021)
Exams
Current Firm
HERITAGE ROAD ADVISORS
CRD#: 305458 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 44 |
| AUM (Assets Under Management) | $ 12,931,254 |
Red Flags
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