Mary B. Shaltis
Professional summary
Mary Barbara Shaltis, CFP®, who also goes by Mary Skach, is a registered financial advisor currently at CHICORY WEALTH located in Decatur, Georgia.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Mary has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Mary Barbara Shaltis's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
January 10, 2018 - Present
CHICORY WEALTH
November 13, 2013 - January 8, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
October 9, 2013 - January 8, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
CHICORY WEALTH
CRD#: 290887 / SEC#: 801-112089
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2018)
Exams
Current Firm
CHICORY WEALTH
CRD#: 290887 / SEC#: 801-112089
Contact information
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,948 |
| AUM (Assets Under Management) | $ 682,691,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2024 | ||
| 09/19/2023 | ||
| 08/15/2023 | ||
| 02/28/2023 |
Red Flags
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