Mary Shaltis has been Owner/Executive/Senior/Financial Planner of M. Kulyk & Associates since September 2018, is a control person of the firm and directly owns between 10% and 25% of it. Mary Shaltis holds a BS in accounting with a computer science minor from Virginia Polytechnic Institute and State University and a Certificate in Financial Planning from Terry College of Business, University of Georgia.
M. Kulyk & Associates, LLC is a firm with $840M under management, 549 clients and 12 advisers across 11 offices, as of its July 2026 filing.
Mary Shaltis is Financial Advisor, Partner of Chicory Wealth. She has worked in finance for more than 30 years, the first 25 in real estate investments, financial accounting and analysis, and U.S. income tax. She has been a financial advisor with Maggie Kulyk and Associates, now Chicory Wealth, since 2013. Her past positions include executive vice president and CFO for Novare Group, vice president for The Westminster Group and tax manager for Price Waterhouse.
Mary Shaltis’ longest registration is the current one, 8 years at M. Kulyk & Associates since 2018. Before joining M. Kulyk & Associates in 2018, Mary Shaltis was registered through Ameriprise Financial Services, Inc.
- Ameriprise Financial Services, Inc.– · 4 yearsDecatur, GA · Adviser representative · Firm CRD 6363
Professional designations
Listed by M. Kulyk & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Mary Shaltis is registered as an investment adviser representative in Georgia, since January 2018.
- GeorgiaSince 30 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 November 2013 |
| Series 7 | General Securities Representative Examination | 2 October 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Mary Barbara Shaltis
- CRD
- 6217165
- Firm
- M. Kulyk & Associates · CRD 290887
- Role
- Owner/Executive/Senior/Financial Planner
- Office
- Decatur, GA
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chicorywealth.com
Where does Mary Shaltis work?
Mary Shaltis has been Owner/Executive/Senior/Financial Planner of M. Kulyk & Associates, LLC since September 2018, and is a control person of the firm.
Is Mary Shaltis a financial advisor?
Yes. Mary Shaltis has a current investment-adviser registration in Georgia, through M. Kulyk & Associates since January 2018.
How many years of experience does Mary Shaltis have?
Mary Shaltis has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Mary Shaltis passed?
Mary Shaltis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2013. FINRA credited Mary Shaltis with the SIE, which began in October 2018.
Where did Mary Shaltis work before M. Kulyk & Associates?
Before M. Kulyk & Associates, Mary Shaltis was registered through Ameriprise Financial Services, Inc., November 2013 to January 2018.
Where is Mary Shaltis based?
Mary Shaltis’ registered office is in Decatur, GA.
Is Mary Shaltis registered with FINRA?
No. Mary Shaltis has no current broker registration.
Is Mary Shaltis a CFP?
M. Kulyk & Associates lists Mary Shaltis with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Mary Shaltis’ record?
Search CRD 6217165 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mary Shaltis’ full registration record.
- James HadawayChief Compliance Officer
Max KulykCEO/Founder
Jacob NewcomerFinancial Advisor
Daniel McNabbPortfolio Manager- Daniel KirslisFinancial Advisor