Mary Margaret Mccafferty

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 08/2002 → 02/2021
  Lincoln Financial Advisors Corporation
  Hamburg, NY
• 02/2021 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 02/2021 → Present
  Custom Wealth Strategies
  Depew, NY
• 08/2025 → Present
  Raymond James Financial Services Inc.
  Depew, NY
• 08/2025 → Present
  Raymond James Financial Services Advisors Inc.
  Depew, NY
• 02/2021 → Present
  Custom Wealth Strategies
  Depew, NY

Previous Registrations

• 2021-02-12 → 2025-08-18
  Commonwealth Financial Network
  Depew, NY
  Hamburg, NY

Other Businesses

(1) Custom Wealth Strategies not investment related Depew, NY DBA/Support Company Advisor start date: 02/2021 0 hrs per month 0 during trading hours (2) Custom Wealth Strategies investment related Depew, NY Insurance product sales Agent start date: 02/2021 4 hrs per month 4 during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2002-12-06

Designations

• Certified Financial Planner

Other Names

• Mary M Mccafferty