Mary Kane

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2017 → 12/2018
  Wells Fargo Clearing Services, Llc
  Plymouth Meeting, PA
• 01/2019 → 07/2022
  Morgan Stanley
  Newtown Sq, PA
• 07/2022 → 02/2024
  Janney Montgomery Scott Llc
  Radnor, PA
• 02/2024 → 05/2024
  Janney Montgomery Scott Llc
  Radnor, PA
• 05/2024 → 12/2024
  Janney Montgomery Scott Llc
  Radnor, PA
• 12/2024 → Present
  Raymond James & Associates, Inc.
  Devon, PA
• 03/1987 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Philadelphia, PA

Previous Registrations

• 2022-07-13 → 2024-12-23
  Janney Montgomery Scott Llc
  Radnor, PA
• 2019-01-24 → 2022-08-03
  Morgan Stanley
  Newtown Square, PA
• 2018-01-09 → 2018-12-19
  Wells Fargo Clearing Services, Llc
  Wayne, PA
  Doylestown, PA
• 2010-07-30 → 2017-12-22
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Media, PA
  Media, PA
  Philadelphia, PA
  Doylestown, PA

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-09-22

Other Names

• Mary R Kane
• Mary R Kane