Unclaimed Profile

Mary Barbara Shaltis

M. KULYK & ASSOCIATES, LLC·DECATUR, Georgia

SIE, Series 7, Series 66CFP12 years registeredM. KULYK & ASSOCIATES, LLC

2786 N DECATUR ROAD, DECATUR, GA 30033CRD# 6217165Firm CRD# 290887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mary Barbara Shaltis · DECATUR, GA

Registration

CRD #6217165 · M. KULYK & ASSOCIATES, LLC · 12 years registered

Brand Profile

Not yet started

Career History

CHICORY WEALTH

Jan 2018 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Nov 2013 – Jan 2018

DECATUR, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · November 13, 2013

Years registered · 12

Professional designation · CFP

Disclosure History

1983Criminal·Final Disposition

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

M. KULYK & ASSOCIATES, LLC

CRD 290887 · SEC 801-112089

AUM

$632M

Regulatory assets under management

Employees

1,854 client accounts

Services offered by M. KULYK & ASSOCIATES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at M. KULYK & ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Mary Barbara Shaltis offer?

Mary Barbara Shaltis specializes in Financial Planning, Investment Management. Contact their office in DECATUR, Georgia for a consultation.

What are Mary Barbara Shaltis's credentials?

Mary Barbara Shaltis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mary Barbara Shaltis located?

Mary Barbara Shaltis is based in DECATUR, Georgia, working with M. KULYK & ASSOCIATES, LLC. Their office serves clients in the DECATUR metropolitan area and surrounding communities.

How does Mary Barbara Shaltis charge for services?

Mary Barbara Shaltis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is M. KULYK & ASSOCIATES, LLC?

M. KULYK & ASSOCIATES, LLC has approximately 18 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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