Mary Elizabeth Haas is a large advisory firm based in Saint Petersburg. It manages $68.82 billion of regulatory assets for 239,594 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Mary Elizabeth Haas provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and hourly & fixed rate consultations. It prepares financial plans for approximately 5,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mary Elizabeth Haas is $68.82 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mary Elizabeth Haas for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Robert Tremaine has been acting as President since 1 Nov 2002. Mark Nicholas Lontchar joined the executive team most recently as the Cco Chief Compliance Officer.
The principal office where Mary Elizabeth Haas performs its advisory services is located at 880 Carillon Parkway, Saint Petersburg, FL 33716, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 727-567-3020 or by fax 727-567-8765. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at raymondjames.com/rjfs.