MB
Mary Barbara Shaltis
CRD 6217165
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| M. Kulyk & Associates, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
M. Kulyk & Associates, Llc
Owner/Executive/Senior/Financial Planner · 10% – 25% · Oct 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗