Mary Patricia Tupper
Investment adviser representative at Bison Wealth, LLC
14 yearsExperience
3 statesRegistered in
$2.7BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Bison Wealth, LLCJul 2023 to now
- Capital Group Private Client Services, Inc.Jul 2021 to Jul 2023
- Capital Bank & Trust CompanyFeb 2018 to Jul 2021
- Wells Fargo Clearing Services, LLCApr 2013 to Feb 2018
- Wells Fargo/wells Fargo Clearing Services, LLCNov 2012 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (CT, NJ, NY).
Bison Wealth, LLC
$2.7BAssets managed
9,003Clients
61Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3239774
- Firm CRD
- 299805