Years of
Experience
Professional Financial Consultant.
Mary Claire Bronton.
With over three decades of experience in financial advisory services, I offer strategic investment guidance with integrity, precision, and a commitment to lasting success.
31
287+
Portfolios
Handled
Handled
1.2K
Happy
Clients
Clients
1430+
Assets
Under Managment
Under Managment
My Quality Services
Highly skilled and client-focused Licensed Financial Consultant with 31 years of experience guiding individuals and families toward their financial aspirations. I specialize in developing personalized strategies for wealth management, retirement planning, investment growth, and risk mitigation. Committed to empowering clients with the knowledge and tools to make informed financial decisions and achieve long-term prosperity.
Mary Claire Bronton
Trusted Advisor with Over 31 Years of Experience
Professional Stock Broker & Investment Advisor
Currently registered with Morgan Stanley in Seattle, WA, I provide clients across all 50 states with customized investment and wealth management solutions. My career spans decades of dedication, backed by rigorous industry qualifications and an unblemished compliance record.
- Easy Trading & Investment Processes ✓
- Regular Updates & Market Insights ✓
- 24/7 Digital & Stock Options Support ✓
Professional Work History
I have accumulated over 31 Years of Experience
2015 - Present (10 Years)
Financial Advisor
WELLS FARGO ADVISORS (CRD# 19616)
1997 - present (27 Years)
Investment Advisor
WELLS FARGO CLEARING SERVICES, LLC (CRD# 19616)
1994 - 1997 (3 Years)
Broker
DEAN WITTER REYNOLDS INC. (CRD# 7556)
Registration
Registered in 36 U.S. jurisdictions and 6 SROs
Disclosure Summary
No disclosure events reported
My Education
Exam
General Securities Representative Examination | Series 7 | 12/14/1993
Principal/Supervisory Exam
Exam
Securities Industry Essentials Examination | SIE | 10/01/2018
General Industry/Product Exam
Exam
Uniform Combined State Law Examination | Series 66 | 08/15/2018
State Securities Law Exam
Exam
Uniform Securities Agent State Law Examination | Series 63 | 01/06/1995
State Securities Law Exam
Exam
National Commodity Futures Examination | Series 3 -|
General Industry/Product Exam
Exam
Securities Industry Essentials Examination | SIE |-
General Industry/Product Exam
My Client's Stories
Helping you build, grow, and protecting your wealth through personalized financial strategies and disciplined investment management.
I can't recommend Mary enough. Their expertise in retirement planning was exactly what I needed. They broke down complex concepts into understandable steps, and now I have a clear, actionable plan to reach my retirement goals. It's truly a game changer!.
Timothy Arnold
Senior Exec at Capital One Group
Before working with Mary, my finances felt disorganized and overwhelming. They provided invaluable guidance, helping me consolidate my accounts and develop a clear, tax-efficient strategy. Their attention to detail and proactive advice have made a significant difference.
Jackie Yan
System Manager at Littlebird Financial Partners
Navigating the investment world can be daunting, but Mary made it seem effortless. Their ability to tailor strategies to my specific risk tolerance and long-term aspirations has been exceptional. I'm seeing real progress and feel truly supported in my financial journey.
Frank Fryers
Software Engineer at Riverland Investments
I trust Mary implicitly with my investments. Their analytical rigor and long-term vision have delivered outstanding returns for my family’s wealth.
Brandon Williams
Research Head, Nokia Inc.
Few advisors truly listen, but Mary takes the time to understand my goals and crafts strategies that work. A game-changer for my financial success!
Bailey Marie
Finance Assistant, Verizon Inc.
As a business owner, I needed an advisor who understood both personal and corporate wealth strategies. Mary delivered beyond measure highly recommend!
Gregory Shaw
At Shaw & Associates