Mary Heline

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

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

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

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

Organization	City	State	From	To
Cvs/ Pharmacy	Fitchburg	MA	01/2015	05/2017
Edward Jones	Fitchburg	MA	05/2017	12/2018
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Westborough	MA	01/2019	09/2021
Bank Of America, N.A.	Westborough	MA	01/2019	09/2021
Outback Steakhouse	Leominster	MA	11/2016	05/2017
Massachusetts Mutual Life Insurance	Leominster	MA	09/2017	12/2018
Fidelity Investments	Merrimack	NH	10/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

01/2015 → 05/2017

Cvs/ Pharmacy

Fitchburg, MA
05/2017 → 12/2018

Edward Jones

Fitchburg, MA
01/2019 → 09/2021

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Westborough, MA
01/2019 → 09/2021

Bank Of America, N.A.

Westborough, MA
11/2016 → 05/2017

Outback Steakhouse

Leominster, MA
09/2017 → 12/2018

Massachusetts Mutual Life Insurance

Leominster, MA
10/2021 → Present

Fidelity Investments

Merrimack, NH
03/2025 → Present

Fidelity Investments

Boston, MA

2022-01-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY
2019-01-25 → 2021-10-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Ashland, MA

Westborough, MA

Westborough, MA

Worcester, MA

Leominster, MA
2017-11-27 → 2018-12-21

Edward Jones

Fitchburg, MA

St Louis, MO

Fitchburg, MA

Leominster, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-09-08