Mary Schanzlin

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2012 → 10/2017
  Girard Securities, Inc.
  San Diego, CA
• 01/2012 → Present
  United Capital Financial Advisors, Llc
  Irving, TX

Previous Registrations

• 2017-09-11 → 2017-10-23
  Girard Securities, Inc.
  Buffalo, NY
  San Diego, CA

Other Businesses

1. Trustee at James and Kelly Rehak Family Trust, a family trust. Organization's primary address is in Kenmore, NY. Organization is not primarily engaged in investment-related activities. Start Date is October 2nd, 2020. Four hours per month. Duties include general trustee responsibilities. 2. Investment Committee Member at The Cullen Foundation, a charitable organization. Organization's primary address is in Buffalo, NY. Organization is not primarily engaged in investment-related activities. Start Date is October 1st, 2021. Twenty-five hours per year. Duties include oversight of portfolio assets and making recommendations to the Board.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-17
• S63 Uniform Securities Agent State Law Examination
  1996-10-07

Designations

• Certified Financial Planner

Other Names

• Mimi Schanzlin
• Mary/Mimi Rehak
• Mary Patricia Schanzlin