Mary gordon Seay
Investment adviser representative at Campbell Deegan Financial
13 yearsExperience
1 stateRegistered in
$745.1MFirm assets
8 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Campbell Deegan FinancialFeb 2017 to now
- Purshe Kaplan Sterling InvestmentsFeb 2017 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedNov 2013 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Campbell Deegan Financial
Legal name: Campbell Deegan Wealth Management, LLC
$745.1MAssets managed
770Clients
4Advisers
8 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
- 6270392
- Firm CRD
- 293020