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ME

Mary M. Evans

PINNEY & SCOFIELD
Cambridge, MA 02138-4922
Some features on this profile are disabled
CRD#: 5779647
ME

Professional summary

Mary M Evans, CFP®, who also goes by Mary Margaret Evans, is a registered financial advisor currently at PINNEY & SCOFIELD, INC. located in Cambridge, Massachusetts.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mary has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mary Margaret Evans

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) - RIA

Click below to view Mary M Evans'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

Start date: 2010

Experience

Current

November 13, 2019 - Present

PINNEY & SCOFIELD, INC.

Office #1: 22 Hilliard Street, Cambridge, MA 02138-4922
RIA
CRD#: 105365
Cambridge, MA
Past

March 10, 2014 - June 29, 2018

TFC FINANCIAL MANAGEMENT INC

RIA
CRD#: 105062
BOSTON, MA
Past

January 6, 2011 - April 25, 2011

MODERA WEALTH MANAGEMENT, LLC

RIA
CRD#: 155649
BOSTON, MA
Past

April 23, 2010 - December 31, 2010

BACK BAY FINANCIAL GROUP, INC.

RIA
CRD#: 108070
BOSTON, MA

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".
PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD | PINNEY & SCOFIELD, INC.

CRD#: 105365 / SEC#: 801-23657

RIA
Registered Investment Advisory firm - (3/28/1985 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.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(11/21/2019)
IAR
Texas
(11/13/2019)

Exams

Current Firm

PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD, INC.
PINNEY & SCOFIELD | PINNEY & SCOFIELD, INC.

CRD#: 105365 / SEC#: 801-23657

RIA
Registered Investment Advisory firm - (3/28/1985 Approved)
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Contact information

Main Address
22 Hilliard Street, Cambridge, MA 02138-4922
Mailing Address
Phone number
(617) 492-6223
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (16 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts1,268
AUM (Assets Under Management)$ 749,004,478

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

PINNEY & SCOFIELD, INC.

PINNEY & SCOFIELD, INC.

CRD#: 105365Cambridge, MA 02138-4922

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