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Mary Edgeworth Grealy

Asset Preservation Advisors, LLC

New York, NY

Atlanta, GA

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Current Employers
Asset Preservation Advisors, Llc

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-25
NY RA APPROVED 2026-06-26
  • GA RA
    APPROVED
    Since 2026-08-25
  • NY RA
    APPROVED
    Since 2026-06-26

Branch Locations

400 Madison Ave Suite 9D, New York, NY 10017 • United States

3344 Peachtree Road, Ne Suite 2050, Atlanta, GA 30326 • 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
OrganizationCityStateFromTo
Bronxville School Bronxville NY 06/2013 09/2017
National Cathedral School Washington DC 09/2017 08/2019
Columbia University New York NY 08/2019 08/2023
Belle Haven Investments Rye Brook NY 08/2023 09/2025
Asset Preservation Advisors New York NY 10/2025 Present
  • 06/2013 → 09/2017
    Bronxville School
    Bronxville, NY
  • 09/2017 → 08/2019
    National Cathedral School
    Washington, DC
  • 08/2019 → 08/2023
    Columbia University
    New York, NY
  • 08/2023 → 09/2025
    Belle Haven Investments
    Rye Brook, NY
  • 10/2025 → Present
    Asset Preservation Advisors
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-26
  • S65 Uniform Investment Adviser Law Examination
    2026-06-26
Other Names
  • Mary Grealy

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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