MF
CFP
MF
CFP

Mary Ferreira

21 Years of Experience
Seattle, WA

Mary Ferreira is a CFP-designated registered investment advisor at The Ensemble Team, based in Seattle, WA, with 21 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 17 clients.

Compensation
N/A
Firm Size
3 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

450 Alaskan Way S, Suite 200, Seattle, WA, 98104

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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 Activities

Mary is a Director/Secretary for the Seattle Wheelchair Rugby Association and a Director for Beyond Disabilities, both non-profit organizations. She dedicates minimal time to each role, primarily taking minutes at board meetings.

Employment History
Current Registrations
The Ensemble Team
October 2025 - Present · 7 mos
Previous Registrations
The Ensemble Team
July 2024 - July 2025 · 1 yr
Financial Engines Advisors L.L.C.
March 2022 - June 2023 · 1 yr 3 mos
Viridian RIA, LLC
September 2017 - May 2022 · 4 yrs 8 mos
Private Client Services, LLCBroker
January 2014 - December 2016 · 2 yrs 11 mos
Appropriate Balance Financial Services INC
May 2003 - February 2018 · 14 yrs 9 mos
Pacific West Securities, INC.Broker
April 2003 - February 2012 · 8 yrs 10 mos
State Registrations1 state
WA
Advisor

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.
Mary Ferreira - Financial Advisor | TrueAdvisor