Mary Tryon is a registered investment advisor at LPL Financial LLC, based in Berwyn, PA, with 24 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 Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1235 Westlakes Dr Ste 260, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
February 2018Employment History
Current Registrations
LPL Financial LLC
February 2023 - Present · 3 yrs 8 mos
LPL Financial LLC
February 2023 - Present · 3 yrs 8 mos
LPL Financial LLCBroker
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
1914 Advisors
December 2018 - February 2023 · 4 yrs 2 mos
Boenning & Scattergood, INC.Broker
December 2018 - February 2023 · 4 yrs 2 mos
Morgan Stanley
April 2016 - February 2018 · 1 yr 10 mos
Morgan StanleyBroker
April 2016 - February 2018 · 1 yr 10 mos
Credit Suisse Securities (USA) LLC
October 2008 - May 2016 · 7 yrs 7 mos
Credit Suisse Securities (USA) LLCBroker
October 2008 - May 2016 · 7 yrs 7 mos
Deutsche Bank Securities INC.Broker
December 2007 - October 2008 · 10 mos
UBS Financial Services INC.Broker
May 2001 - January 2008 · 6 yrs 8 mos
State Registrations25 states
ALCACTDCDEFLGAILLAMAMEMIMOMTNCNJNVNYPASCTXUTVAWAWV
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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