Who is Mary Kathleen Fisher?

Mary Kathleen Fisher is a SEC-registered investment advisor and FINRA-registered broker (CRD #4955669) based in Tallahassee, Florida. She is currently a financial advisor at Merrill Lynch, Pierce, Fenner & Smith, with over 15 years of experience in wealth management, retirement planning, and investment strategy.

Is Mary Kathleen Fisher registered with the SEC?

Yes. Mary Kathleen Fisher (CRD #4955669) is registered with the SEC. Her credentials can be verified at https://adviserinfo.sec.gov/individual/summary/4955669 and on FINRA BrokerCheck at https://brokercheck.finra.org/individual/summary/4955669.

What is Mary Kathleen Fisher's CRD number?

Mary Kathleen Fisher's FINRA CRD number is 4955669. This number can be used to verify her registration on both the SEC's Investment Adviser Public Disclosure website and FINRA BrokerCheck.

What services does Mary Kathleen Fisher offer?

Mary Kathleen Fisher offers personalized financial advisory services including wealth management, retirement planning, investment portfolio management, insurance analysis, income optimization, and personal financial coaching.

Mary Kathleen Fisher

Q: Where does Mary Kathleen Fisher work?

Mary Kathleen Fisher is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith (CRD# 7691), located at 1276 Metropolitan Blvd, Tallahassee, FL 32312.

Hi, I'm Mary Kathleen Fisher. I can empower your financial journey through personalized expertise and proven solutions designed to guarantee long and short term wins.

Let's Get Started

Happy Clients.

About me

Experience you can trust, expertise that delivers.

For more than 15 years, I've helped individuals and families turn financial uncertainty into financial confidence. My approach is straightforward: no jargon, no empty promises—just proven strategies that protect, grow, and simplify your wealth.

Every plan I design is rooted in deep analysis and tailored to your life goals. Because financial advice should never be one-size-fits-all—it should be built for you.

Client success rate in achieving their financial milestones.

$0m

Dollars strategically managed with measurable results.

Verify on SEC & FINRA

Financial Assessment.

Start by taking stock of where you stand. Understand your income, expenses, assets, and liabilities to build a clear picture of your financial health before making any moves.

Smart Investing.

Once you know your financial position, begin investing wisely. Focus on proven strategies that protect your capital while gradually building wealth — no guesswork, no gambling.

Income Optimization.

Now that your foundation and investments are in place, maximize growth. Use strategies that create additional income streams and balance short-term wins with long-term sustainability.

My Services

Your Future, Fully Secured.

I'm Mary Kathleen Fisher, your trusted guide to financial clarity and growth. Together, we'll build a plan that fits your unique goals and elevates your wealth with confidence.

More Service

Personal Coaching.

Expert guidance tailored to your goals — empowering your decisions with clarity and confidence.

Insurance Analysis.

A thorough check to ensure your coverage truly protects what matters most.

Optimizing Income.

Maximize earnings through smart, customized strategies designed for lasting growth.

Fast Growth, Smart Diversification.

I'm your financial strategist for rapid profit growth. My approach blends traditional finance expertise with cutting-edge digital market strategies.

My Work Experience

I have worked with four notable U.S firms.

SUNTRUST INVESTMENT SERVICE, INC. (CRD# 17499)

2009 – 2010 Total: 1 Year

ACCOLADE ASSET/LIABILITY ADVIS... (CRD# 145635)

2011 – 2017 Total: 6 Years

MORGAN STANLEY (CRD# 145835)

2017 – 2018 Total: 1 Year

MERRILL LYNCH, PIERCE, FENNER & SMITH (CRD# 7691)

2018 – Present Total: 7 Years

My Qualifications

Industry Exams I have passed

Securities Industry Essentials Examination

Category: SIE Date: 10/01/2018

General Securities Representative Examination

Category: Series 7 Date: 03/24/2017

Uniform Combined State Law Examination

Category: Series 66 Date: 05/21/2017

Verify credentials on SEC & FINRA

SEC · FINRA View SEC Profile

"Since meeting Mary Kathleen Fisher, my finances skyrocketed. Her short-term gains and long-term strategies changed everything forever."

Danny Chemist Investor

"I'm beyond grateful for Mary's guidance. She opened my eyes to profits I never imagined, both instantly and sustainably."

Gabriel Hager Accountant

"Working with Mary Kathleen Fisher transformed my money mindset. Quick wins plus lasting growth gave me true financial confidence."

David Costley Coast Guard Veteran

Contact me

One conversation with Mary could transform your money story — secure both quick profits and lasting financial stability.

Address.

1276 Metropolitan Blvd Tallahassee, FL 32312

Working Hours.

Monday – Friday : 9:00AM – 6:00PM
Saturday : 10:00AM to 3:00PM

Email Address.

contact@marykathleenfisher.com

Call Me.

(787) 437-9860

Make Appointment

Mary Kathleen Fisher is a registered financial advisor with CRD number 4955669. Her credentials are publicly verifiable on the SEC Investment Adviser Public Disclosure database at adviserinfo.sec.gov/individual/summary/4955669 and on FINRA BrokerCheck at brokercheck.finra.org/individual/summary/4955669. She is currently employed by Merrill Lynch, Pierce, Fenner & Smith (CRD# 7691), located at 1276 Metropolitan Blvd, Tallahassee, FL 32312. Passed exams: Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law), and SIE (Securities Industry Essentials). Previous employers include SunTrust Investment Services (CRD# 17499), Accolade Asset/Liability Advisors (CRD# 145635), and Morgan Stanley (CRD# 145835).