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Mary C Slane

Investment adviser representative at Tcp Asset Management, LLC
33 yearsExperience
1 stateRegistered in
$1.2BFirm assets
9 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 feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

33 years in the industry.

  1. United Planners Financial Services of AmericaJan 2017 to now
  2. Tcp Asset Management, LLCDec 2016 to now
  3. Slane Financial GroupMay 2003 to now
  4. Mary SlaneNov 1999 to now
  5. Self EmployedJan 1993 to now
  6. Trendency Capital ManagementDec 2015 to Jan 2017
  7. Trendency Capital PartnersDec 2015 to Jan 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law2007

State registrations

Registered as an investment adviser representative in 1 state (OH).

Tcp Asset Management, LLC

$1.2BAssets managed
2,221Clients
25Advisers
9 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
4050817
Firm CRD
286037
Advisor's SEC record (opens in a new tab)
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