Mary Sulick is a PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Annapolis, MD, with 23 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
180 Admiral Cochrane Drive, Suite 520, Annapolis, MD, 21403
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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 Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.Broker
Oneamerica Securities, INC.Broker
State Registrations17 states
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