MT

Mary T. Thomas-spruill

SERENE FINANCIAL SOLUTIONS
Gaithersburg, MD 20878
Some features on this profile are disabled
CRD#: 7289692
MT

Professional summary


Mary Tinna Thomas-spruill N/A, who also goes by Mary Tinna Spruill, Mary Tinna Thomas, Mary Tinna Thomas-spruill, is a registered financial advisor currently at SERENE FINANCIAL SOLUTIONS located in Gaithersburg, Maryland.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Mary has worked at 1 firm and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mary Tinna Spruill | Mary Tinna Thomas | Mary Tinna Thomas-Spruill

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.

CRS (Client Relationship Summary) - RIA


Click below to view Mary Tinna Thomas-spruill N/A's 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®
None

Experience


Current

September 18, 2020 - Present

SERENE FINANCIAL SOLUTIONS

Office #1: 9711 Washingtonian Blvd Ste. 550, Gaithersburg, MD 20878
RIA
CRD#: 307284
Gaithersburg, MD

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
Maryland
(9/18/2020)
IAR
Virginia
(4/1/2022)

Exams


State Security Law Exam

Current Firm


SF
SERENE FINANCIAL SOLUTIONS
SERENE FINANCIAL SOLUTIONS | SERENE FINANCIAL SOLUTIONS LLC

CRD#: 307284 / SEC#:

Maryland
Registered Investment Advisory firm - (9/17/2020 Approved)
Virginia
Registered Investment Advisory firm - (4/1/2022 Approved)
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Contact information


Main Address
9711 Washingtonian Blvd Ste. 550, Gaithersburg, MD 20878
Mailing Address
Phone number
(240) 840-6159
Established
Firm type
Fiscal year end
# of Employees
1

Regulatory assets under management


Total Number of Accounts28
AUM (Assets Under Management)$ 4,260,973

Red Flags


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Company Information


SERENE FINANCIAL SOLUTIONS

CRD#: 307284Gaithersburg, MD 20878

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