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Bryan Patrick Ulatowski

Vanderbilt Securities, LLC

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About Bryan Patrick Ulatowski

Bryan Ulatowski is a financial advisor with over 30 years of experience in the industry. Bryan is currently registered with Vanderbilt Securities, LLC, where he has been since March of 2010. Previously, Bryan was with Sigma Financial Corporation from 2008 to 2010. Bryan has a variety of licenses including the Series 6, Series 26, and Series 63. Bryan is licensed to provide financial advice in several states including Michigan, Texas, Arkansas, Georgia, and Oklahoma.

Firm Information

Bryan Ulatowski is currently registered with Vanderbilt Securities, LLC. Vanderbilt Securities, LLC is a Limited Liability Company that was formed on December 5, 2001. The firm is registered in 51 states and the SEC and is approved to operate in all of them.

Not reported

Assets Under Management

Not reported

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Bryan Ulatowski’s Registration & Firm History

MI

03/29/2010 - Present

Vanderbilt Securities, LLC (ST. CLAIR MI)

MI

08/14/2008 - 03/02/2010

SIGMA FINANCIAL CORPORATION (ST. CLAIR MI)

MI

07/08/1994 - 08/15/2008

HAAS FINANCIAL PRODUCTS, INC. (SOUTHFIELD MI)

NY

11/17/1992 - 06/30/1994

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

06/08/1990 - 11/17/1992

FIRST INVESTORS CORPORATION (EDISON NJ)

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Licenses & Designations

BC

Issued 06/11/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Bryan Patrick Ulatowski. Review regulatory record here.
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