Investment adviser representative · Van Nostrand Wealth Management LLC
Mary L. Van Nostrand
CRD 1300289 · San Diego, CA
At a glance
Mary L. Van Nostrand is an investment adviser representative with Van Nostrand Wealth Management LLC in San Diego, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mary’s SEC record dates to 2003, about 22 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Van Nostrand Wealth Management LLCSince January 2025San Diego, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2003 (22 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mary’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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