Mary Sulick is a PFS-designated registered investment advisor, based in Lexington Park, MD, with 24 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
22738 Maple Road, Suite 201, Lexington Park, MD, 20653
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary works as a financial advisor for Heimlantz Financial Advisors, LLC and as a CPA/PFS for Heimlantz CPA's and Advisors, dedicating full-time hours to these roles. She also serves on the Anne Arundel County Pension Trustee Board and the Annapolis Police & Fine Retirement Commission, requiring minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Oneamerica Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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