Mary E. Brown
Professional summary
Mary Elizabeth Brown, who also goes by Mary Elizabeth Berger, Beth Brown, Mary Elizabeth Ferro, is a registered financial advisor currently at MONTZ HARCUS WEALTH MANAGEMENT located in New Orleans, Louisiana.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Mary has worked at 2 firms and has passed the Series 65, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Elizabeth Brown's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 6, 2019 - Present
MONTZ HARCUS WEALTH MANAGEMENT
Office #1: 610 City Park Avenue, New Orleans, LA 70119September 26, 2014 - June 6, 2019
AMERITAS INVESTMENT COMPANY, LLC
Primary Firm SEC Registration
MONTZ HARCUS WEALTH MANAGEMENT
CRD#: 301963 / SEC#: 801-115292
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2019)
(3/4/2024)
Exams
Current Firm
MONTZ HARCUS WEALTH MANAGEMENT
CRD#: 301963 / SEC#: 801-115292
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,332 |
| AUM (Assets Under Management) | $ 713,694,816 |
Red Flags
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Company Information
MONTZ HARCUS WEALTH MANAGEMENT
CRD#: 301963New Orleans, LA 70119TRUST BUT VERIFY
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