Buckley Wealth
47yrs
Top advisor by experience in Nevada
32yrs
Mary Simpson
Full name on record: Mary Fleckenstein Simpson
Financial advisor at Fleckenstein Capital
Based in Las Vegas, Nevada, Mary Simpson is a fiduciary financial advisor with 32 years of industry experience. Mary has been with Fleckenstein Capital since 2011; before that, Mary spent five years at Wells Fargo Investments. Fleckenstein Capital offers private fund management and is paid through a percentage of assets and performance-based fees.
One of 1277 advisors with offices in Las Vegas, and one of 1218 fiduciaries.
At a glance
Experience32 years (since 1994)
How that compares ?Top 10% by experience in Las Vegas
OfficeLas Vegas, NV
How the firm is paid ?Percent of assets, Performance fee
Advisors at the firm2
States licensed ?1 state
Services through Fleckenstein Capital
Managing private funds
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2011 – nowFleckenstein Capital, Inc.Current firm
- 2004 – 2009Wells Fargo Investments, LLCPreviously
Questions to ask Mary
Tailored to Mary’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Mary
How do I contact Mary?
Call Fleckenstein Capital at (206) 621-7680 and ask for Mary Simpson. Mary works from the Las Vegas, NV office.
How long has Mary been a financial advisor?
Mary has been in the industry since 1994, about 32 years. Top 10% by experience in Las Vegas.
What licenses does Mary hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Mary a fiduciary?
Mary is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mary paid?
Fleckenstein Capital reports being paid by a percentage of the assets they manage, a share of investment gains. Ask Mary for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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