Mary Modesta Bersot
Investment adviser representative at Bailard, Inc.
21 yearsExperience
2 statesRegistered in
CFADesignation
$7.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Bailard, Inc.Apr 2025 to now
- Bersot Capital Management. LLCDec 2005 to Apr 2025
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Bailard, Inc.
$7.6BAssets managed
1,137Clients
40Advisers
54 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
- 4648363
- Firm CRD
- 110550