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MT

Mary P. Tupper

BISON WEALTH
HUNTINGTON, NY
Some features on this profile are disabled
CRD#: 3239774
MT

Professional summary

Mary Patricia Tupper, who also goes by Mary Patricia Gautieri, Mary Patricia Janco, Mary Pa Janco-tupper, Mary Patricia Topper, Mary Pa Tupper, is a registered financial advisor currently at BISON WEALTH, LLC located in Huntington, New York.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Mary has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mary Patricia Gautieri | Mary Patricia Janco | Mary Pa Janco-Tupper | Mary Patricia Topper | Mary Pa Tupper

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 Patricia Tupper'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

January 3, 2025 - Present

BISON WEALTH, LLC

RIA
CRD#: 299805
HUNTINGTON, NY
Past

July 14, 2023 - December 31, 2024

BISON WEALTH, LLC

RIA
CRD#: 165931
Huntington, NY
Past

July 1, 2021 - July 17, 2023

CAPITAL GROUP PRIVATE CLIENT SERVICES, INC.

RIA
CRD#: 312837
LOS ANGELES, CA
Past

March 27, 2018 - July 1, 2021

CAPITAL BANK AND TRUST COMPANY

RIA
CRD#: 170017
New York, NY
Past

April 3, 2013 - February 13, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
MELVILLE, NY
Past

December 10, 2012 - February 13, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
MELVILLE, NY
Past

October 22, 2009 - October 3, 2012

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

May 29, 2007 - September 3, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
UNIONDALE, NY
Past

May 29, 2007 - September 3, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
UNIONDALE, NY
Past

October 5, 2004 - May 29, 2007

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
UNIONDALE, NY
Past

April 11, 2002 - December 10, 2002

CITICORP INVESTMENT SERVICES

RIA
CRD#: 23988
UNIONDALE, NY
Past

July 21, 1999 - May 29, 2007

CITICORP INVESTMENT SERVICES

BD
CRD#: 23988
UNIONDALE, NY

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".
BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547

RIA
Registered Investment Advisory firm - (1/30/2019 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
Connecticut
(1/3/2025)
IAR
New Jersey
(2/10/2025)
IAR
New York
(1/3/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/13/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/20/1999
General Securities Representative Examination

Current Firm

BW
BISON WEALTH, LLC
ANDERSEN WEALTH | ZENITH RETIREMENT PLANNING | UTURN EQUITY, INC. | TRUADVICE WEALTH MANAGEMENT | TRUADVICE LLC | TRINITY STREET FINANCIAL | THE HOLLOWAY PARTNERSHIP | SOLID WEALTH COMPANY | SERVE AND PROTECT FINANCIAL | SAFE HARBOR RETIREMENT ADVISORS INC. | ROADMAP ADVISORS, INC. | RETIREMENT KEY | MILLANG FINANCIAL | LONG FINANCIAL SERVICES | LIGHTMAN CAPITAL, LLC. | LAWRENCE SASSO INSURANCE AND FINANCIAL SERVICES | HAM ASSET MANAGEMENT | GULF HARBOR FINANCIAL, INC | FOGUTH FINANCIAL GROUP | F2 FINANCIAL FREEDOM | EDWARDS FINANCIAL STRATEGIES | CAPITAL DEFENDER ADVISORS | BISON WEALTH, LLC | BISON ADVISORS, LLC | BISON ADVISORS | ARMIS ADVISERS, LLC | ARMIS ADVISERS

CRD#: 299805 / SEC#: 801-114547

RIA
Registered Investment Advisory firm - (1/30/2019 Approved)
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Contact information

Main Address
3550 Lenox Road Ne Suite 2550, Atlanta, GA 30326
Mailing Address
Phone number
(404) 841-2224
Established
Firm type
Fiscal year end
# of Employees
78

SEC notice filing (32 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

BISON WEALTH ADV 2A (1/21/2025)

Regulatory assets under management

Total Number of Accounts9,112
AUM (Assets Under Management)$ 2,753,091,446

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

BISON WEALTH, LLC

CRD#: 299805Huntington, NY

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