Mary Ewing is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Kealakekua, HI, with 39 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Kealakekua, HI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary owns Plum Nelly LLC, a retail sales business, dedicating about a quarter of her time. She also has financial oversight responsibilities for Ewing Dereus LLC, a construction business owned with her spouse, and co-owns Hokulia Investors LLC with her spouse to develop real estate, but spends minimal time on these activities.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
State Registrations37 states
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