Mary Atkinson has been an investment adviser representative at Schrum Private Wealth Management since October 2021, and is not listed among the firm’s executive officers or direct owners. Mary Atkinson holds an AS in Legal Office Management from St. Johns River State College and an AS in Business Management from St. Johns River State College.
Schrum Private Wealth Management, LLC is a Saint Augustine, FL firm with $186M under management, 173 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Mary Atkinson is Vice President of Schrum Private Wealth Management. She brings over 20 years of experience to the firm and was formerly with Morgan Stanley and Merrill Lynch.
Mary Atkinson’s longest registration was 10 years at Spire Wealth Management, LLC (2011–2021). Before joining Schrum Private Wealth Management in 2021, Mary Atkinson was registered through Spire Wealth Management, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 5 yearsSt. Augustine, FL · Adviser representative · Firm CRD 312164
- Spire Wealth Management, LLC– · 10 yearsSt Augustine, FL · Adviser representative · Firm CRD 113908
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsSt. Augustine, FL · Adviser representative · Firm CRD 7691
- Morgan Stanley– · 4 yearsSt. Augustine, FL · Adviser representative · Firm CRD 7556
Investment adviser representative registrations
Mary Atkinson is registered as an investment adviser representative in Florida, since October 2021.
- FloridaSince 20 October 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 7 July 2022 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 19 June 2006 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 March 2004 |
| Series 7 | General Securities Representative Examination | 18 December 2001 |
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary J Atkinson
- CRD
- 4387763
- Firm
- Schrum Private Wealth Management · CRD 312164
- Office
- 3940 Lewis Speedway, Ste 2201, St. Augustine, FL 32084
- Registration
- Investment adviser registration
- In the industry since
- December 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schrumpw.com
Where does Mary Atkinson work?
Mary Atkinson is an investment adviser representative registered through Schrum Private Wealth Management, LLC since October 2021, and is not listed among the firm’s executive officers or direct owners.
Is Mary Atkinson a financial advisor?
Yes. Mary Atkinson has a current investment-adviser registration in Florida, through Schrum Private Wealth Management since October 2021.
How many years of experience does Mary Atkinson have?
Mary Atkinson has 24 years in the financial industry, since December 2001, across 4 adviser firms.
What exams has Mary Atkinson passed?
Mary Atkinson has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 7TO. The earliest, the Series 7, was passed in December 2001. FINRA credited Mary Atkinson with the SIE, which began in October 2018.
Where did Mary Atkinson work before Schrum Private Wealth Management?
Before Schrum Private Wealth Management, Mary Atkinson was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, November 2006 to May 2011; Morgan Stanley, December 2001 to November 2006.
Where is Mary Atkinson based?
Mary Atkinson’s registered office is in St. Augustine, FL.
Is Mary Atkinson registered with FINRA?
No. Mary Atkinson has no current broker registration.
How can I verify Mary Atkinson’s record?
Search CRD 4387763 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Atkinson’s full registration record.
