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ML

Mary Frances Litt

ALIDADE CAPITAL
Bloomfield Hills, MI 48304
Some features on this profile are disabled
CRD#: 3054809
ML

Professional summary

Mary Frances Litt, who also goes by Maryfrances Litt, Mary Frances Rupersburg, Maryfrances Rupersburg, is a registered financial advisor currently at ALIDADE CAPITAL, LLC located in Bloomfield Hills, Michigan.

Mary Frances is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Mary Frances has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maryfrances Litt | Mary Frances Rupersburg | Maryfrances Rupersburg

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 Frances Litt'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®
None

Experience

Current

March 15, 2018 - Present

ALIDADE CAPITAL, LLC

Office #1: 40900 Woodward Avenue Suite 250, Bloomfield Hills, MI 48304
RIA
CRD#: 165341
Bloomfield Hills, MI
Past

January 3, 2017 - March 2, 2018

AMERICAN ENTERPRISE INVESTMENT SERVICES INC.

BD
CRD#: 26506
Minneapolis, MN
Past

October 1, 2015 - March 2, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
TROY, MI
Past

September 30, 2015 - March 2, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
TROY, MI
Past

March 5, 2015 - September 21, 2015

COMERICA SECURITIES

RIA
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

March 5, 2015 - September 21, 2015

COMERICA SECURITIES

BD
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

December 4, 2009 - February 4, 2015

COMERICA SECURITIES

RIA
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

December 4, 2009 - February 4, 2015

COMERICA SECURITIES

BD
CRD#: 17079
BLOOMFIELD HILLS, MI
Past

October 28, 2008 - November 30, 2009

TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIA
CRD#: 108249
TROY, MI
Past

February 5, 2008 - November 30, 2009

CSSC BROKERAGE SERVICES, INC.

BD
CRD#: 141630
TROY, MI
Past

May 18, 2007 - February 6, 2008

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
AUBURN HILLS, MI
Past

July 26, 2006 - May 4, 2007

LPL FINANCIAL LLC

BD
CRD#: 6413
TROY, MI
Past

May 28, 1998 - March 10, 2006

COMERICA SECURITIES

BD
CRD#: 17079
DETROIT, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ALIDADE CAPITAL, LLC
ALIDADE CAPITAL GP II, LLC (RELYING ADVISER) | ALIDADE CAPITAL, LLC | ALIDADE CAPITAL GP, LLC (RELYING ADVISER) | ALIDADE CAPITAL GP IV, LLC (RELYING ADVISER) | ALIDADE CAPITAL GP III, LLC (RELYING ADVISER)

CRD#: 165341 / SEC#: 801-78660

RIA
Registered Investment Advisory firm - (10/9/2013 Approved)

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
Michigan
(3/15/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/9/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 3/2/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 55
Date: 4/15/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 5/26/1998
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/17/2000
General Securities Principal Examination

Current Firm

AC
ALIDADE CAPITAL, LLC
ALIDADE CAPITAL GP II, LLC (RELYING ADVISER) | ALIDADE CAPITAL, LLC | ALIDADE CAPITAL GP, LLC (RELYING ADVISER) | ALIDADE CAPITAL GP IV, LLC (RELYING ADVISER) | ALIDADE CAPITAL GP III, LLC (RELYING ADVISER)

CRD#: 165341 / SEC#: 801-78660

RIA
Registered Investment Advisory firm - (10/9/2013 Approved)
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Contact information

Main Address
40900 Woodward Avenue Suite 250, Bloomfield Hills, MI 48304
Mailing Address
Phone number
(248) 593-7878
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

ALIDADE CAPITAL FIRM BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts2
AUM (Assets Under Management)$ 551,293,272

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

ALIDADE CAPITAL, LLC

CRD#: 165341Bloomfield Hills, MI 48304

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