Inactive

Mary Modesta Bersot

Foster City, CA

Claim This Profile

Current Employers

Bailard, Inc.

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-25
TX	RA	APPROVED	2025-04-25

CA RA
APPROVED

Since 2025-04-25
TX RA
APPROVED

Since 2025-04-25

Branch Locations

950 Tower Ln Ste 1900, Foster City, CA 94404-2131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bersot Capital Management. Llc	Tiburon	CA	12/2005	04/2025
Bailard, Inc.	Foster City	CA	04/2025	Present

12/2005 → 04/2025

Bersot Capital Management. Llc

Tiburon, CA
04/2025 → Present

Bailard, Inc.

Foster City, CA

Previous Registrations

2006-03-21 → 2025-05-13

Bersot Capital Management, Llc

Larkspur, CA

Mill Valley, CA

San Francisco, CA

Sausalito, CA

Tiburon, CA

Designations

Other Names

Mary M. Bersot
Mary Modesta Sommer
Mary Modesta Hyde
Mary Modesta Libby

View on SEC IAPD

Other Firms

CITIGROUP GLOBAL MARKETS INC.

U.S. BANCORP ADVISORS, LLC

J.P. MORGAN SECURITIES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO CLEARING SERVICES, LLC

SEMPERVIRENS VENTURES LLC

Other Investors

Ronald Timothy Clement

Mohammad Safariannematabad

Other Offices

CITIGROUP GLOBAL MARKETS INC. · Foster City, CA

U.S. BANCORP ADVISORS, LLC · Foster City, CA

J.P. MORGAN SECURITIES LLC · SAN MATEO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FOSTER CITY, CA

SUMMITRY, LLC · FOSTER CITY, CA

J.P. MORGAN SECURITIES LLC · FOSTER CITY, CA

WELLS FARGO CLEARING SERVICES, LLC · FOSTER CITY, CA

CELESTA · SAN MATEO, CA

More in Foster City, CA

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor