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Mary Elaine Suplee

Apella Wealth

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About Mary Elaine Suplee

Mary Elaine Suplee is a registered Investment Advisor Representative with Apella Wealth. Mary has been in the financial services industry since 1984. Mary has passed both the Series 63 and Series 65 exams as well as the Series 7 and Series 15 exams. Mary has experience working at Discount Corporation of New York Futures and Structured Asset Management, Inc. Mary's areas of expertise include portfolio management for individuals and financial planning. Mary and Apella Wealth work with a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

Firm Information

Mary Suplee is currently registered with Apella Wealth. Apella Wealth is an investment advisor registered with the SEC and based in West Hartford, CT. With a team of over 40 investment advisor representatives, they manage approximately $3.35 billion in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Apella Wealth specializes in financial planning and portfolio management.
Apella Wealth

65 MEMORIAL DRIVE

WEST HARTFORD, CT 06107

$3.35B

Assets Under Management

Not reported

Total Clients

41

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fee for financial planning services. fees for technology.

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Mary Suplee’s Registration & Firm History

CT

10/04/2022 - Present

Apella Wealth (WEST HARTFORD CT)

NA

04/04/1985 - 11/15/1990

DISCOUNT CORPORATION OF NEW YORK FUTURES

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Licenses & Designations

IA

Issued 02/26/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/1984

Series 7 - General Securities Representative Examination

BC

Issued 05/21/1984

Series 15 - Foreign Currency Options Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mary Elaine Suplee.
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