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MN

Mary H. Nader

MARY & PIP
New York, NY 10013
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CRD#: 7621412
MN

Professional summary


Mary Holland Nader, who also goes by Mary Nader, is a registered financial advisor currently at MARY & PIP located in New York, New York.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Mary has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Mary Nader

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 Holland Nader'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®
None

Experience


Current

November 21, 2025 - Present

MARY & PIP

Office #1: 447 Broadway 2nd Fl #223, New York, NY 10013
RIA
CRD#: 338656
New York, NY
Past

June 7, 2023 - December 19, 2023

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
NEW YORK, NY
Past

January 7, 2023 - April 2, 2025

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY

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
New York
(11/21/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2023
General Securities Representative Examination
General Industry/Product Exam

Current Firm


M&
MARY & PIP
MARY & PIP | MARY & PIP INVESTMENTS, LLC | MARY & PIP CO. INC.

CRD#: 338656 / SEC#: 801-134550

RIA
Registered Investment Advisory firm - (11/21/2025 120-Day Approval)
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Contact information


Main Address
New York, NY
Mailing Address
447 Broadway 2nd Fl # 223, New York, NY 10013
Phone number
(212) 281-9546
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (1 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (9/22/2025)

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


MARY & PIP

CRD#: 338656New York, NY 10013

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