Mu-tin Wultsch
Professional summary
Mu-tin Wultsch, CFP®, who also goes by Mariza Huang, Mu-tin Huang, Mariza Wultsch, is a registered financial advisor currently at BROWN FINANCIAL ADVISORY located in Frederick, Maryland.
Mu-tin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Mu-tin has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mu-tin Wultsch's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 4, 2022 - Present
BROWN FINANCIAL ADVISORY
January 4, 2016 - January 30, 2017
SCHWAB WEALTH ADVISORY, INC.
January 4, 2016 - January 30, 2017
CHARLES SCHWAB & CO., INC.
August 28, 2015 - October 12, 2015
WIPFLI INSURANCE SERVICES, LLC
March 16, 2015 - October 15, 2015
VALMARK SECURITIES, INC.
October 13, 2014 - October 12, 2015
WIPFLI FINANCIAL ADVISORS, LLC
October 26, 2012 - April 17, 2013
CHARLES SCHWAB & CO., INC.
January 3, 2012 - October 30, 2012
SCHWAB WEALTH ADVISORY, INC.
August 12, 2011 - December 31, 2011
CHARLES SCHWAB & CO., INC.
February 3, 2010 - April 17, 2013
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
BROWN FINANCIAL ADVISORY
CRD#: 155548 / SEC#: 801-79151
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/4/2022)
Exams
Current Firm
BROWN FINANCIAL ADVISORY
CRD#: 155548 / SEC#: 801-79151
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 745 |
| AUM (Assets Under Management) | $ 344,026,037 |
Red Flags
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