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MM

Mary Jane Matts

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CRD#: 4328475
MM

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.

Mary Jane Matts was a registered financial professional .

Mary Jane is a previously registered financial professional and started their career in finance in 2001. Mary Jane had worked at 2 firms and has passed the Series 87, Series 7, Series 62 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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)


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

February 20, 2018 - May 7, 2025

FOUNDRY PARTNERS, LLC

RIA
CRD#: 164863
Cleveland, OH
Past

January 30, 2001 - August 4, 2005

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

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 87
Date: 3/28/2005
Research Analyst Exam - Part II Regulations Module
General Industry/Product Exam
General Industry/Product Exam
RR
Series 62
Date: 1/29/2001
Corporate Securities Limited Representative Examination
Principal/Supervisory Exam

Current Firm


FP
FOUNDRY PARTNERS, LLC
FOUNDRY PARTNERS LLC | PALADIN INVESTMENT PARTNERS LLC | FOUNDRY PARTNERS, LLC

CRD#: 164863 / SEC#: 801-76953

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Contact information


Main Address
1660 W Second Street Suite 910, Cleveland, OH 44113
Mailing Address
Phone number
(612) 376-2800
Established
Firm type
Fiscal year end
# of Employees
17

Documents


Latest Form ADV

Part 2 Brochures

FOUNDRY PARTNERS ADV 2A 2025 (3/24/2025)

Regulatory assets under management


Total Number of Accounts68
AUM (Assets Under Management)$ 2,049,579,254

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


FOUNDRY PARTNERS, LLC

CRD#: 164863

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