Mary Elizabeth Haas (Saint Petersburg)

Name: Mary Elizabeth Haas
Address: 880 Carillon Parkway, Saint Petersburg, FL, 33716
Telephone: 727-567-3020

Mary Elizabeth Haas is a large advisory firm based in Saint Petersburg. It manages $68.82 billion of regulatory assets for 239,594 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Mary Elizabeth Haas provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, educational seminars and workshops, and hourly & fixed rate consultations. It prepares financial plans for approximately 5,000 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mary Elizabeth Haas: assets under management

The assets under management (AUM) of Mary Elizabeth Haas is $68.82 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $34.89 billion in discretionary accounts and $33.94 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $283.65 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $291.04 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mary Elizabeth Haas for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Mary Elizabeth Haas

Thomas Robert Tremaine has been acting as President since 1 Nov 2002. Mark Nicholas Lontchar joined the executive team most recently as the Cco Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Raymond James Financial	Corporation	1 Sep 1973	75% - 100%	59-1517485
Mary Elizabeth Haas	Corporate secretary	1 May 1981	Other	1466122
Thomas Robert Tremaine	Director	1 Nov 2002	Other	1524109
Richard Bonafield Franz	Treasurer; chief financial officer	1 Nov 2002	Other	1402348
Scott Alan Curtis	President	1 Jan 2012	Other	1707935
Mark Allen Sochinsky	Rosfp	1 Apr 2013	Other	4020187
Vincent John Campagnoli	Director	1 Feb 2014	Other	1421076
John Wascom Houston	Director	1 May 2014	Other	1511365
William Christian Geis	Director	1 May 2014	Other	2171250
Jonathan Santelli	Chief legal officer	1 May 2016	Other	6306997
Mark Nicholas Lontchar	Cco-chief compliance officer	1 Mar 2017	Other	5248932

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Alan James	Director, chairman	1 Dec 1970	25% - 50%	257119

Based in Saint Petersburg

The principal office where Mary Elizabeth Haas performs its advisory services is located at 880 Carillon Parkway, Saint Petersburg, FL 33716, which is also the mailing address of the firm. An additional office of the firm is in Dallas, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-567-3020 or by fax 727-567-8765. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at raymondjames.com/rjfs.