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Chief Investment Officer · Mary & PIP

Kara B. Cooke

CRD 7381872 · Named on Form ADV at one SEC-registered adviser

At a glance

Mary & PIP, an SEC-registered wealth manager with $2,214 in regulatory assets, lists Kara B. Cooke on its Form ADV as Chief Investment Officer.

Firms and roles

  • Mary & PIPChief Investment OfficerWealth manager · United States · $0M in regulatory assets

AtlasMembers

Kara’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Mary H. NaderManaging Member & Chief Compliance Officer, Mary & PIP

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.