Mary Edgeworth Grealy
Investment adviser representative at Asset Preservation Advisors, LLC
13 yearsExperience
2 statesRegistered in
$11.1BFirm assets
34 yearsFirm in business
Are you Mary Edgeworth Grealy? Claim your profile
Contact this firm
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.
- Portfolio management
Experience
13 years in the industry.
- Asset Preservation Advisors, LLCOct 2025 to now
- Belle Haven InvestmentsAug 2023 to Sep 2025
- Columbia UniversityAug 2019 to Aug 2023
- National Cathedral SchoolSep 2017 to Aug 2019
- Bronxville SchoolJun 2013 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (GA, NY).
Asset Preservation Advisors, LLC
$11.1BAssets managed
3,029Clients
13Advisers
34 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
- 7801320
- Firm CRD
- 106741