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Maria Sulick

Savant Wealth Management

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About Maria Sulick

Maria Sulick is a financial advisor with Savant Wealth Management. Maria has been in the financial services industry for over 10 years and is a Certified Financial Planner. She has a Series 7, Series 66, and SIE licenses and is registered with the state of Florida. Previously, Maria worked at Woodbury Financial Services, Inc., and Schneider Financial Group.

Firm Information

Maria Sulick is currently registered with Savant Wealth Management. Savant Wealth Management is a large firm with over $50 billion in assets under management. They specialize in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, and charitable organizations. Savant Wealth Management is based in Rockford, Illinois, and has over 240 investment advisor representatives.
Savant Wealth Management

190 BUCKLEY DRIVE

ROCKFORD, IL 61107

$29.06B

Assets Under Management

230

Total Clients

238

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Maria Sulick’s Registration & Firm History

FL

04/11/2024 - Present

Savant Wealth Management (Satellite Beach FL)

FL

11/20/2015 - 07/06/2017

WOODBURY FINANCIAL SERVICES, INC. (SATELLITE BEACH FL)

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Licenses & Designations

BOTH

Issued 05/13/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/06/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maria Sulick.
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