Mary R. Alpers
Professional summary
Mary Reid Alpers, CFP®, who also goes by Mary Reid Alpers Ms., Mary Jean Reid Ms., Mary Reid Torrez Ms., is a registered financial advisor currently at ROBERTSON STEPHENS located in Colorado Springs, Colorado.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Mary has worked at 3 firms and has passed the Series 65 exam.
Core Areas of Focus
Biography
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Reid Alpers's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2006
Experience
May 16, 2024 - Present
ROBERTSON STEPHENS
Office #1: 15455 Gleneagle Drive, Ste 205, Colorado Springs, CO 80921January 7, 2005 - June 7, 2024
THREE POINTS FINANCIAL, INC.
March 18, 2004 - August 5, 2004
STRASBAUGH FINANCIAL ADVISORY, INC.
Primary Firm SEC Registration
ROBERTSON STEPHENS
CRD#: 289977 / SEC#: 801-111814
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/16/2024)
(5/16/2024)
Current Firm
ROBERTSON STEPHENS
CRD#: 289977 / SEC#: 801-111814
Contact information
SEC notice filing (30 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,419 |
| AUM (Assets Under Management) | $ 7,139,384,497 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
ROBERTSON STEPHENS
CRD#: 289977Colorado Springs, CO 80921TRUST BUT VERIFY
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