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MA
MA

Mary E. Avella

Golden State Equity Partners, LLC
12 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingFinancial Planning & CoachingReal Estate InvestingBusiness OwnersHigh Net Worth
Golden State Equity Partners, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
1,490 clients
Average Client Portfolio
$591K average
Assets Under Management
$880.4M

Fee Structure

Location

3515 Mount Diablo Blvd, Lafayette, CA, 94549

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History

Regulatory History (1)
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Employment Separation After Allegations
September 2023
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Other Business Activities

Mary provides financial advisors research and investment-related consulting services. This takes minimal time each month.

Employment History
Current Registrations
Golden State Equity Partners, LLC
September 2023 - Present · 2 yrs 5 mos
Previous Registrations
Kestra Advisory Services, LLC
August 2022 - September 2023 · 1 yr 1 mo
Kestra Investment Services, LLCBroker
August 2022 - September 2023 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2014 - August 2022 · 8 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2013 - August 2022 · 8 yrs 9 mos
State Registrations2 states
CAFL
Advisor
Exams
No exam information available for this advisor.
Mary E. Avella - Financial Advisor | TrueAdvisor