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MF

Maryann P. Foster

TRUSTEE EMPOWERMENT & PROTECTION
Troy, MI 48084-4904
Some features on this profile are disabled
CRD#: 3071000
MF

Professional summary


Maryann Pamela Foster, who also goes by Maryann Russo, is a registered financial advisor currently at TRUSTEE EMPOWERMENT & PROTECTION, INC. located in Troy, Michigan.

Maryann is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Maryann has worked at 6 firms and has passed the Series 65, Series 63, Series 34, Series 3, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Maryann Russo

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.
RENTAL PROPERTY OWNER, FF & E HOLDINGS, LLC, 721 S. LIVERNOIS, ROCHESTER HILLS, MI 48307, RENTAL HOUSES, START OF RELATIONSHIP: APR 2, 2012, APPROXIMATE # OF HOURS PER MONTH: 20..... AM Investors, LLC 721 S. Livernois Rd. Rochester Hills, MI 48307, flipping houses, start 8/2016, approx 20hrs mo/0hrs trading.............. Employed by KEL Enterprises, Inc. (spouses business consulting firm) performing some administrative duties, approx. 4 hours per week.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Maryann Pamela Foster's CRS (Customer Relationship Summary).
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

July 3, 2019 - Present

TRUSTEE EMPOWERMENT & PROTECTION, INC.

Office #1: 755 West Big Beaver Road Suite 101, Troy, MI 48084-4904
RIA
CRD#: 108249
Troy, MI
Past

September 13, 2013 - October 23, 2017

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
STERLING HEIGHTS, MI
Past

September 5, 2013 - October 23, 2017

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
STERLING HEIGHTS, MI
Past

August 29, 2008 - August 6, 2013

TRUSTEE EMPOWERMENT & PROTECTION, INC.

RIA
CRD#: 108249
TROY, MI
Past

March 21, 2007 - August 6, 2013

CSSC BROKERAGE SERVICES, INC.

BD
CRD#: 141630
TROY, MI
Past

March 31, 2004 - March 21, 2007

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
TROY, MI
Past

December 1, 2003 - February 9, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

August 3, 1998 - December 3, 2003

VERAVEST INVESTMENTS, INC.

BD
CRD#: 3960
WORCESTER, MA

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".
TE
TRUSTEE EMPOWERMENT & PROTECTION, INC.
CSSC INVESTMENT ADVISORY SERVICES, INC. | TRUSTEE EMPOWERMENT & PROTECTION, INC.

CRD#: 108249 / SEC#: 801-60944

RIA
Registered Investment Advisory firm - (2/21/2002 Approved)
California
Registered Investment Advisory firm - (3/26/2002 Terminated)
Connecticut
Registered Investment Advisory firm - (3/25/2002 Terminated)
Delaware
Registered Investment Advisory firm - (3/25/2002 Terminated)
District of Columbia
Registered Investment Advisory firm - (3/25/2002 Terminated)
Florida
Registered Investment Advisory firm - (3/25/2002 Terminated)
Indiana
Registered Investment Advisory firm - (9/28/2002 Terminated)
Iowa
Registered Investment Advisory firm - (3/25/2002 Terminated)
Kentucky
Registered Investment Advisory firm - (3/25/2002 Terminated)
Maine
Registered Investment Advisory firm - (3/26/2002 Terminated)
Maryland
Registered Investment Advisory firm - (3/28/2002 Terminated)
Massachusetts
Registered Investment Advisory firm - (3/25/2002 Terminated)
Michigan
Registered Investment Advisory firm - (3/25/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (3/25/2002 Terminated)
New York
Registered Investment Advisory firm - (3/31/2002 Cancelled)
North Carolina
Registered Investment Advisory firm - (3/25/2002 Terminated)
Ohio
Registered Investment Advisory firm - (3/25/2002 Terminated)
Rhode Island
Registered Investment Advisory firm - (4/10/2002 Terminated)
Texas
Registered Investment Advisory firm - (3/25/2002 Terminated)
Virginia
Registered Investment Advisory firm - (3/25/2002 Terminated)
West Virginia
Registered Investment Advisory firm - (3/25/2002 Terminated)

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
(7/3/2019)

Exams


State Security Law Exam
IAR
Series 65
Date: 9/9/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 34
Date: 8/14/2019
Retail Off-Exchange FOREX Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TE
TRUSTEE EMPOWERMENT & PROTECTION, INC.
CSSC INVESTMENT ADVISORY SERVICES, INC. | TRUSTEE EMPOWERMENT & PROTECTION, INC.

CRD#: 108249 / SEC#: 801-60944

RIA
Registered Investment Advisory firm - (2/21/2002 Approved)
California
Registered Investment Advisory firm - (3/26/2002 Terminated)
Connecticut
Registered Investment Advisory firm - (3/25/2002 Terminated)
Delaware
Registered Investment Advisory firm - (3/25/2002 Terminated)
District of Columbia
Registered Investment Advisory firm - (3/25/2002 Terminated)
Florida
Registered Investment Advisory firm - (3/25/2002 Terminated)
Indiana
Registered Investment Advisory firm - (9/28/2002 Terminated)
Iowa
Registered Investment Advisory firm - (3/25/2002 Terminated)
Kentucky
Registered Investment Advisory firm - (3/25/2002 Terminated)
Maine
Registered Investment Advisory firm - (3/26/2002 Terminated)
Maryland
Registered Investment Advisory firm - (3/28/2002 Terminated)
Massachusetts
Registered Investment Advisory firm - (3/25/2002 Terminated)
Michigan
Registered Investment Advisory firm - (3/25/2002 Terminated)
New Hampshire
Registered Investment Advisory firm - (3/25/2002 Terminated)
New York
Registered Investment Advisory firm - (3/31/2002 Cancelled)
North Carolina
Registered Investment Advisory firm - (3/25/2002 Terminated)
Ohio
Registered Investment Advisory firm - (3/25/2002 Terminated)
Rhode Island
Registered Investment Advisory firm - (4/10/2002 Terminated)
Texas
Registered Investment Advisory firm - (3/25/2002 Terminated)
Virginia
Registered Investment Advisory firm - (3/25/2002 Terminated)
West Virginia
Registered Investment Advisory firm - (3/25/2002 Terminated)
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Contact information


Main Address
755 West Big Beaver Road Suite 101, Troy, MI 48084-4904
Mailing Address
Phone number
(248) 797-0500
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)


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

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

INVESTMENT ADVISORY SERVICES BROCHURE (3/31/2025)

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 8,517,499

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


TRUSTEE EMPOWERMENT & PROTECTION, INC.

CRD#: 108249Troy, MI 48084-4904

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