Maryjane M. Lecroy
Professional summary
Maryjane Margaret Lecroy, CFP®, who also goes by Maryjane M. Lecroy, Maryjane O'leary Lecroy, Maryjane Margaret Oleary, is a registered financial advisor currently at LINSCOMB WEALTH, INC. located in Atlanta, Georgia.
Maryjane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Maryjane has worked at 4 firms and has passed the SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Maryjane Margaret Lecroy's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
March 12, 2021 - Present
LINSCOMB WEALTH, INC.
Office #1: 2727 Paces Ferry Rd Se, Atlanta, GA 30339April 28, 2020 - December 31, 2020
LINSCOMB WEALTH, INC.
August 6, 2018 - March 26, 2020
SOUTHBRIDGE
May 4, 2017 - August 21, 2018
HAMMOND INVESTMENT PLANNING CORPORATION
March 27, 2008 - August 30, 2017
TRIAD ADVISORS LLC
Primary Firm SEC Registration
LINSCOMB WEALTH, INC.
CRD#: 106779 / SEC#: 801-48855
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/12/2021)
Exams
Current Firm
LINSCOMB WEALTH, INC.
CRD#: 106779 / SEC#: 801-48855
Contact information
SEC notice filing (20 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,814 |
| AUM (Assets Under Management) | $ 4,566,838,983 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 11/20/2024 | ||
| 01/24/2024 |
Red Flags
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