Mary Mcdirmid
Investment adviser representative at Astoria Portfolio Advisors LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$977.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Astoria Portfolio Advisors LLCSep 2026 to now
- Sound Income Strategies LLCNov 2023 to Sep 2026
- MML Investors Services, LLCMar 2017 to Oct 2023
- Massmutual Life Insurance CompanyJul 2016 to Oct 2023
- Metlife Securities IncJan 2016 to Mar 2017
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (WA).
Astoria Portfolio Advisors LLC
$977.6MAssets managed
123Clients
10Advisers
6 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
- 6592221
- Firm CRD
- 288271