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Ted Andrew Ferik

BRADY MARTZ WEALTH SOLUTIONS
ORANGE, CT
·CRD# 5471963·19 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

19 years in the financial services industry

Current & Past Employments

BRADY MARTZ WEALTH SOLUTIONS, LLC·CRD# 331043
RIA
Orange, CT
July 25, 2025 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
April 7, 2025 - July 16, 2025
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
St. Cloud, MN
April 7, 2025 - July 16, 2025
CETERA FINANCIAL SPECIALISTS LLC·CRD# 10358
BD
Schaumburg, IL
April 7, 2025 - July 16, 2025
CETERA ADVISORS LLC·CRD# 10299
BD
Greenwood Village, CO
April 7, 2025 - July 16, 2025
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Orange, CT
September 16, 2022 - July 16, 2025
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Dallas, TX
June 15, 2022 - July 16, 2025
CIGNA BENEFITS FINANCING, INC.·CRD# 153670
BD
Bloomfield, CT
October 5, 2017 - May 19, 2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
RIA
Norwalk, CT
January 24, 2011 - October 20, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Norwalk, CT
July 20, 2010 - October 20, 2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Westport, CT
April 25, 2008 - July 25, 2008

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Current Firm

BM
BRADY MARTZ WEALTH SOLUTIONS, LLC

BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560
RIA
Registered Investment Advisory firm - SEC (6/27/2024 Approved)

Contact Information

Main Address

401 Demers Ave Ste 300, Grand Forks, ND 58201

Phone Number

(701) 223-1717

# of Employees

11

SEC notice filing (10 States and Territories)

Registered to provide investment advisory services in 10 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRADY MARTZ WEALTH SOLUTIONS FORM ADV PART 2A (11/21/2025)

Regulatory Assets Under Management

Total Number of Accounts

1,046

AUM (Assets Under Management)

$795,298,629

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 - SEC (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.
IAR
Connecticut
(7/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2011About the Series 66 exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 2007About the Series 7 exam

Series 28 — Introducing Broker/Dealer Financial Operations Principal Examination

Passed Oct 2017About the Series 28 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Ted Andrew Ferik's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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