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MG

Mary A. Greenwood-drumheller

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CRD#: 7439683
MG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Mary Ann Greenwood-drumheller, who also goes by Mary Ann Frost, Maggie Geiswite, Mary Ann Geiswite, Mary Ann Greenwood, was a registered financial professional .

Mary is a previously registered financial professional and started their career in finance in 2023. Mary had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mary Ann Frost | Maggie Geiswite | Mary Ann Geiswite | Mary Ann Greenwood

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.
(1) Arianna J. Dayne, Author - Non-Investment Related - 268 W Bay Ave, #212, Norfolk, VA 23503 - Publishing & Selling Fiction Novels - Sole Proprietor/Owner - 01/01/2019 -Approx. 30 hours outside of securities trading hours - 0 hours during securities trading hours - I write, format, publish, advertise, and sell fiction novels as a self-published author under a pseudonym. (2) Public Holdings, Inc. Investment related. 6 Harrison St, New York, NY 10013. Holding company for domestic and foreign investment related companies. Customer Experience Representative. 9/20/2021. 20+ hours per month devoted to other business. 20+ hours per month during securities trading hours. CX duties for the enterprise. (3) Mary Greenwood-Drumheller Web Development Services. 1296 Crow Way, Apt. 108, Casselberry, FL 32707. Non-Investment Related. Sole Proprietor of a freelance web development service, providing website build and development. 9/1/2024. 40 hours per month devoted to other business. 0 hours devoted during securities trading hours.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

August 13, 2025 - October 10, 2025

PUBLIC ADVISORS LLC

RIA
CRD#: 318234
St Paul, MN
Past

September 11, 2023 - October 10, 2025

OPEN TO THE PUBLIC INVESTING, INC.

BD
CRD#: 127818
NEW YORK, NY

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".
PA
PUBLIC ADVISORS LLC
OPEN TO THE PUBLIC ADVISORS | PUBLIC.COM | PUBLIC ADVISORS LLC. | PUBLIC ADVISORS LLC

CRD#: 318234 / SEC#: 801-123433

RIA
Registered Investment Advisory firm - (3/24/2022 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/11/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/11/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


PA
PUBLIC ADVISORS LLC
OPEN TO THE PUBLIC ADVISORS | PUBLIC.COM | PUBLIC ADVISORS LLC. | PUBLIC ADVISORS LLC

CRD#: 318234 / SEC#: 801-123433

RIA
Registered Investment Advisory firm - (3/24/2022 Approved)
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Contact information


Main Address
6 Harrison St. 5th Floor, New York, NY 10013
Mailing Address
Phone number
(212) 401-6946
Established
Firm type
Fiscal year end
# of Employees
40

SEC notice filing (53 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- PUBLIC ADVISORS LLC. (10/2/2025)

Regulatory assets under management


Total Number of Accounts1,429
AUM (Assets Under Management)$ 8,812,622

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


PUBLIC ADVISORS LLC

CRD#: 318234

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