Mary E. Flanigan

KESTRA ADVISORY SERVICES

HINGHAM, MA

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CRD#: 4760492

Professional summary

Mary Elise Flanigan, CFP®, who also goes by Mary Elise Condon, Mary Condon, is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Hingham, Massachusetts and KESTRA INVESTMENT SERVICES, LLC located in Boston, Massachusetts.

Mary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Mary has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Elise Condon | Mary Condon

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.

Business Name: Windsor Private Wealth, LLC Investment Related: Yes Address: 125 High Street, Suite 220 Boston MA 02110 Nature of Business: Registered Field Assistant; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Wealth Strategist Start Date: 12/1/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: financial planning and client serviceBusiness Name: Kestra Advisory Services LLC Investment Related: Yes Address: 5707 Southwest Parkway, Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: IAR Start Date: 12/2/2020 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: IAR

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elise Flanigan'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®

CFP^®

Certified Financial Planner

Experience

Current

December 15, 2020 - Present

KESTRA ADVISORY SERVICES, LLC

Office #2: 125 High Street Suite 2614, Boston, MA 02110

RIA

CRD#: 283330

HINGHAM, MA

Current

December 2, 2020 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 125 High Street Suite 220, Boston, MA 02210

CRD#: 42046

Boston, MA

Past

March 4, 2014 - December 8, 2020

MORGAN STANLEY

RIA

CRD#: 149777

BOSTON, MA

Past

June 1, 2009 - December 8, 2020

MORGAN STANLEY

CRD#: 149777

BOSTON, MA

Past

November 11, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

BOSTON, MA

Past

April 2, 2007 - November 14, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BOSTON, MA

Past

April 2, 2007 - November 14, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

BOSTON, MA

Past

February 23, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

BOSTON, MA

Past

February 23, 2007 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

BOSTON, MA

Past

February 27, 2006 - February 12, 2007

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

CAMBRIDGE, MA

Past

May 31, 2004 - January 20, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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".

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(12/2/2020)

Connecticut
(12/2/2020)

Delaware
(4/25/2024)

District of Columbia
(10/3/2024)

Florida
(12/2/2020)

Georgia
(12/2/2020)

Illinois
(12/2/2020)

Indiana
(12/2/2020)

Maine
(12/2/2020)

Massachusetts
(12/2/2020)

IAR

Massachusetts
(12/15/2020)

Michigan
(12/2/2020)

New Hampshire
(12/2/2020)

New Jersey
(12/2/2020)

New York
(12/2/2020)

North Carolina
(12/12/2024)

Ohio
(7/26/2021)

Oregon
(12/12/2024)

Pennsylvania
(12/2/2020)

Puerto Rico
(4/10/2024)

South Carolina
(10/22/2024)

Tennessee
(10/23/2023)

Texas
(12/2/2020)

Virginia
(10/23/2023)

Washington
(12/2/2020)

Wisconsin
(7/27/2021)

Wyoming
(12/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/22/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/16/2007

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 5/28/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC

CRD#: 283330 / SEC#: 801-56126

RIA

Registered Investment Advisory firm - (12/31/1998 Approved)

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Contact information

Main Address

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735

Mailing Address

Phone number

(844) 553-7872

Established

Firm type

Fiscal year end

# of Employees

1,299

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KESTRA ADVISORY SERVICES, LLC BROCHURE (RETAIL CLIENTS) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (WRAP FEE PROGRAM) (10/21/2025)

KESTRA ADVISORY SERVICES, LLC BROCHURE (PLAN CLIENTS) (10/21/2025)

Regulatory assets under management

Total Number of Accounts	155,482
AUM (Assets Under Management)	$ 60,174,309,829

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/23/2024	Cover Page	Report
10/20/2023	Cover Page	Report
12/21/2022	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Mary E. Flanigan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Elise Flanigan's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

KESTRA INVESTMENT SERVICES, LLC

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

KESTRA ADVISORY SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/22/2004

Series 63

Date: 8/20/2004

SIE

Date: 10/1/2018

Series 31

Date: 3/16/2007

Series 7

Date: 5/28/2004

FINRA

Current Firm

KESTRA ADVISORY SERVICES, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

KESTRA ADVISORY SERVICES, LLC

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