MF
MF

Mary Beth Fanelli

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

106 Herbert Gallop Lane, Harbinger, NC, 27941

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Mary is a fixed insurance agent, dedicating minimal time to insurance sales and service. She is also an author and manager/owner of Sunrise Cottage, LLC, and a shareholder in 5&2 Production Company.

Employment History
Current Registrations
Osaic Wealth, INC.
October 2024 - Present · 1 yr 4 mos
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Faithward Advisors, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
American Portfolios Advisors, INC
October 2022 - October 2024 · 2 yrs
American Portfolios Financial Services, INC.Broker
October 2022 - October 2024 · 2 yrs
Wells Fargo Clearing Services, LLC
January 2008 - November 2022 · 14 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - November 2022 · 14 yrs 10 mos
A. G. Edwards & Sons, INC.
August 2007 - January 2008 · 5 mos
A. G. Edwards & Sons, INC.Broker
July 2007 - January 2008 · 6 mos
State Registrations13 states
FLKYMDMNNCNHNJNYOHPASCTNVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Mary Beth Fanelli - Financial Advisor | TrueAdvisor