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Sonia Maria Axter

ULLICO INVESTMENT ADVISORS, INC.·SILVER SPRING, Maryland
SIE, Series 7, Series 63Clean recordULLICO INVESTMENT ADVISORS, INC.
8403 COLESVILLE ROAD, SILVER SPRING, MD 20910CRD# 4592586Firm CRD# 106628

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sonia Maria Axter · SILVER SPRING, MD
Registration
CRD #4592586 · ULLICO INVESTMENT ADVISORS, INC.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
ULLICO INVESTMENT ADVISORS, INC.
CRD 106628 · SEC 801-36371
AUM
$11.3B
Regulatory assets under management
Employees
83
18 client accounts
Services offered by ULLICO INVESTMENT ADVISORS, INC.
Per Form ADV
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ULLICO INVESTMENT ADVISORS, INC. →
Introduction

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Frequently Asked Questions

What services does Sonia Maria Axter offer?
Sonia Maria Axter specializes in Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in SILVER SPRING, Maryland for a consultation.
What are Sonia Maria Axter's credentials?
Sonia Maria Axter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sonia Maria Axter located?
Sonia Maria Axter is based in SILVER SPRING, Maryland, working with ULLICO INVESTMENT ADVISORS, INC.. Their office serves clients in the SILVER SPRING metropolitan area and surrounding communities.
How does Sonia Maria Axter charge for services?
Sonia Maria Axter's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ULLICO INVESTMENT ADVISORS, INC.?
ULLICO INVESTMENT ADVISORS, INC. has approximately 83 employees and manages $11.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ULLICO INVESTMENT ADVISORS, INC.

Yinan Yu
SILVER SPRING, MD
Peter T Haley
SILVER SPRING, MD
Adam Mark Fried
SILVER SPRING, MD
Cathy Ann Humphrey
SILVER SPRING, MD
Hugh James Darcey
SILVER SPRING, MD
Rohit Syal
SILVER SPRING, MD

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)TOWSON (60)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)
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Research
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