Niva WealthLet’s talk

Mary Lago

Principal at Ferguson Wellman Capital Management

Investment adviser registrationPortland, ORSEC record checked 18 October 2026

13
Years in the industry
8
Years at the firm
2
Adviser firms
1
State registrations

IAPD record retrieved 18 October 2026SEC record

Mary Lago is Principal of Ferguson Wellman Capital Management, Inc., a Portland investment adviser managing $10.7B. Mary Lago has been registered through Ferguson Wellman Capital Management since 19 October 2017, has 13 years in the industry across 2 firms and has passed the Series 7 and Series 66.

Role at Ferguson Wellman Capital Management

Title on Schedule A
Principal
Control
Mary Lago is a control person of Ferguson Wellman Capital Management.
Ownership
The filed direct ownership band is 5% to 10%.
Tenure
Mary Lago has held the filed role since December 2021.

The firm

Ferguson Wellman Capital Management, Inc.
Portland, OR

Form ADV filed 9 June 2026

$10.7B AUM1,085 clients31 advisers2 offices

Career on record

Mary Lago has been registered through Ferguson Wellman Capital Management since October 2017, and before that through Unionbanc Investment Services, LLC.

Firms and exams, newest first
  1. Ferguson Wellman Capital Management, Inc.Current
    – present · 9 years
    Portland, OR · Adviser representative · Firm CRD 104692
  2. Unionbanc Investment Services, LLC
    – · 5 years
    Portland, OR · Adviser representative · Firm CRD 14455
  3. Passed Series 7 and Series 66 · 2007

Registrations and exams

Mary Lago has a current investment-adviser registration in Oregon and has passed 2 qualifying exams.

Oregon19 October 2017
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6612 November 2007
Name
Uniform Combined State Law Examination
Series 75 September 2007
Name
General Securities Representative Examination

Individual record

Full name
Mary Elizabeth Lago
CRD
5410732
Firm
Ferguson Wellman Capital Management, Inc.
Registration status
Investment adviser registration
Office
805 SOUTHWEST BROADWAY, SUITE 2100, Portland, OR 97205
Firm bio
fergusonwellman.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

Ferguson Wellman identifies Mary Lago as chief wealth strategist and a portfolio manager. The firm says she previously worked at Washington Trust Bank, Union Bank and First Republic Bank, and earned a BS in business administration from Linfield University. Official firm biography

Common questions

Where does Mary Lago work?

Mary Lago has been Principal of Ferguson Wellman Capital Management, Inc. since December 2021, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 9 June 2026

Is Mary Lago a financial advisor?

Yes. Mary Lago has a current investment-adviser registration in Oregon, through Ferguson Wellman Capital Management since October 2017, as of 18 October 2026.

Source: IAPD individual record, checked 18 October 2026

How many years of experience does Mary Lago have?

Mary Lago has worked in the financial industry for 13 years as of 18 October 2026, counted from 26 January 2013, across 2 adviser firms.

Source: IAPD individual record, checked 18 October 2026

What exams has Mary Lago passed?

Mary Lago has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2007.

Source: IAPD individual record, checked 18 October 2026

Where did Mary Lago work before Ferguson Wellman Capital Management?

Before Ferguson Wellman Capital Management, Mary Lago was registered through Unionbanc Investment Services, LLC, November 2007 to August 2012.

Source: IAPD individual record, checked 18 October 2026

Where is Mary Lago based?

Mary Lago’s registered office is in Portland, OR.

Source: IAPD individual record, checked 18 October 2026

Leadership at Ferguson Wellman Capital Management

Sources

  1. IAPD individual record, CRD 5410732. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Ferguson Wellman Capital Management, Inc., filed 9 June 2026. Title, control and ownership bands.
  3. Ferguson Wellman Capital Management team page. Biography, education, credentials, awards.

Retrieved 18 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Mary Lago or Ferguson Wellman Capital Management, Inc. and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.