Mary A. Dee
Professional summary
Mary Ann Dee, who also goes by Mary Ann Polchlopek, Mary Ann Polchlopek-dee, is a registered financial advisor currently at WPG ADVISORY GROUP, LLC located in East Windsor, Connecticut.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Mary has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Ann Dee's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 23, 2015 - Present
WPG ADVISORY GROUP, LLC
Office #1: 11a Pasco Drive, East Windsor, CT 06088January 27, 2011 - December 31, 2014
GRADIENT ADVISORS, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/23/2015)
(3/12/2015)
Current Firm
WPG ADVISORY GROUP, LLC
CRD#: 174200 / SEC#:
Contact information
Red Flags
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