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MG

Mary E. Grealy

ASSET PRESERVATION ADVISORS
NEW YORK, NY 10017
Some features on this profile are disabled
CRD#: 7801320
MG
Mary Edgeworth GrealyASSET PRESERVATION ADVISORS

Professional summary

Mary Edgeworth Grealy, who also goes by Mary Grealy, is a registered financial advisor currently at ASSET PRESERVATION ADVISORS, LLC located in New York, New York.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Mary has worked at 2 firms and has passed the Series 65, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Mary Grealy

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 Edgeworth Grealy'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

June 26, 2026 - Present

ASSET PRESERVATION ADVISORS, LLC

Office #1: 400 Madison Ave Suite 9d, New York, NY 10017
RIA
CRD#: 106741
NEW YORK, NY
Past

October 17, 2024 - September 23, 2025

BELLE HAVEN INVESTMENTS, L.P.

BD
CRD#: 29278
RYE BROOK, 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".
AP
ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741 / SEC#: 801-41636

RIA
Registered Investment Advisory firm - (5/27/1992 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
New York
(6/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/26/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/17/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 3/4/2024
Securities Industry Essentials Examination

Current Firm

AP
ASSET PRESERVATION ADVISORS, LLC
ASSET PRESERVATION ADVISORS INC | ASSET PRESERVATION ADVISORS,INC. | ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741 / SEC#: 801-41636

RIA
Registered Investment Advisory firm - (5/27/1992 Approved)
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Contact information

Main Address
3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326
Mailing Address
Phone number
(404) 261-1333
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APA FORM ADV PART 2A (5/6/2025)

Regulatory assets under management

Total Number of Accounts2,954
AUM (Assets Under Management)$ 10,654,240,520

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

ASSET PRESERVATION ADVISORS, LLC

CRD#: 106741New York, NY 10017

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