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Ted A. Ferik
BRADY MARTZ WEALTH SOLUTIONS
ORANGE, CT
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CRD#: 5471963
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Professional summary
Ted Andrew Ferik is a registered financial advisor currently at BRADY MARTZ WEALTH SOLUTIONS, LLC located in Orange, Connecticut.
Ted is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ted has worked at 9 firms and has passed the Series 66, Series 99TO, SIE, Series 7 and Series 28 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) STEP TWO ENTERPRISES, LLC; Member; Real estate market research, bookkeeping and operations for commercial real estate developers and property managers. IR; 10 HRS; 0 HRS; 12/01/2019; 393 Clark Lane, Orange, CT 06477, United States; Track and record rent collection, leases, pay vendors, bills and mortgages, track utilities, bookkeeping for accountant. 2)TF JEWELRY LIQUIDATION; Owner; wholesale trade of precious metals. NIR; NUMBER OF HOURS: 4; SECURITIES TRADING HOURS: 0 START DATE: 05/01/2016 ADDRESS: 393 Clark Ln, Orange CT 06477, United States DESCRIPTION: Owner of precious metal wholesale company. Passive business to buy and sell precious metals. 3)CONNECTICUT REAL ESTATE BROKERAGE LLC; Real Estate Agent; Real Estate agent. IR; 1 HRS; SECURITIES TRADING HOURS: 0 HRS; 04/01/2022; 157 E. Main St. Thomaston, CT 06787, United States; Real estate market research and analysis, and property management. 4)THINK OUT LOUD, INC.; Executive Producer; Media production studio; IR; 10 HRS; SECURITY TRADING HOURS: 0 HRS; 01/01/2025; 1160 Battery St Suite 100, San Francisco, CA 94111. Film market research for video production studio including analysis, due diligence, budgeting and marketing research.
CRS (Client Relationship Summary) - RIA
Click below to view Ted Andrew Ferik's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 25, 2025 - Present
BRADY MARTZ WEALTH SOLUTIONS, LLC
RIA
CRD#: 331043
ORANGE, CT
Past
April 7, 2025 - July 16, 2025
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
EL SEGUNDO, CA
Past
April 7, 2025 - July 16, 2025
CETERA INVESTMENT SERVICES LLC
BD
CRD#: 15340
ST. CLOUD, MN
Past
April 7, 2025 - July 16, 2025
CETERA FINANCIAL SPECIALISTS LLC
BD
CRD#: 10358
SCHAUMBURG, IL
Past
April 7, 2025 - July 16, 2025
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
September 16, 2022 - July 16, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
ORANGE, CT
Past
June 15, 2022 - July 16, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
October 5, 2017 - May 19, 2022
CIGNA BENEFITS FINANCING, INC.
BD
CRD#: 153670
BLOOMFIELD, CT
Past
January 24, 2011 - October 20, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Norwalk, CT
Past
July 20, 2010 - October 20, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Norwalk, CT
Past
April 25, 2008 - July 25, 2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WESTPORT, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BM
BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC
CRD#: 331043 / SEC#: 801-130560
RIA
Registered Investment Advisory firm - (6/27/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(7/25/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 28
Date: 10/19/2017
Introducing Broker/Dealer Financial Operations Principal ExaminationCurrent Firm
BM
BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC
CRD#: 331043 / SEC#: 801-130560
RIA
Registered Investment Advisory firm - (6/27/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
401 Demers Ave Ste 300, Grand Forks, ND 58201
Mailing Address
Phone number
(701) 223-1717
Established
Firm type
Fiscal year end
# of Employees
8
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,046 |
| AUM (Assets Under Management) | $ 795,298,629 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
