Mary M. Romanczuk

1900 WEALTH

San Antonio, TX 78215

Some features on this profile are disabled

CRD#: 7275834

Professional summary

Mary Mullins Romanczuk, who also goes by Mary Mullins, is a registered financial advisor currently at 1900 WEALTH located in San Antonio, Texas.

Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mary has worked at 2 firms and has passed the Series 65, Series 63, Series 79TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mary Mullins

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Mullins Romanczuk's CRS (Customer Relationship Summary).

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®

None

Experience

Current

August 26, 2025 - Present

1900 WEALTH

Office #1: 1900 Broadway Suite 900, San Antonio, TX 78215

RIA

CRD#: 175346

San Antonio, TX

Past

July 21, 2021 - April 8, 2025

PIPER SANDLER & CO.

CRD#: 665

HOUSTON, TX

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".

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 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

Texas
(8/26/2025)

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

State Security Law Exam

IAR

Series 65

Date: 8/26/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/19/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 7/21/2021

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 7/8/2021

Securities Industry Essentials Examination

Current Firm

1900 WEALTH

1900 WEALTH | MONTICELLO WEALTH MANAGEMENT, LLC | 1900 WEALTH MANAGEMENT LLC

CRD#: 175346 / SEC#: 801-105469

RIA

Registered Investment Advisory firm - (9/2/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1900 Broadway Suite 900, San Antonio, TX 78215

Mailing Address

Phone number

(210) 736-7770

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 MARCH 2025 (3/19/2025)

Regulatory assets under management

Total Number of Accounts	911
AUM (Assets Under Management)	$ 2,268,162,325

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/05/2025	Cover Page	Report
10/04/2024	Cover Page	Report
10/13/2023	Cover Page	Report

Red Flags

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.

Similar Advisors

Robert Armendariz

EAGLE STRATEGIES LLC

IAR

SAN ANTONIO, TX

Christopher Hall

LPL FINANCIAL LLC

IAR

San Antonio, TX

Joe-ben O'banion

TITLEIST ASSET MANAGEMENT, LLC

IAR

SAN ANTONIO, TX

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Mary M. Romanczuk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mary Mullins Romanczuk's CRS (Customer Relationship Summary).

Certified licenses

Experience

PIPER SANDLER & CO.

Primary Firm SEC Registration

1900 WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/2025

Series 63

Date: 7/19/2021

Series 79TO

Date: 7/21/2021

SIE

Date: 7/8/2021

Current Firm

1900 WEALTH

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

1900 WEALTH

TRUST BUT VERIFY

Similar Advisors