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Maria Sulick

Savant Wealth Management

Satellite Beach, FL

Rockford, IL

CRD 6298174

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Employer firm

Savant Wealth Management CRD 107271

$55.6B regulatory AUM 170 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-04-11
  • FL RA
    APPROVED
    Since 2024-04-11

Branch Locations

1300 Highway A1A Suite 103, Satellite Beach, FL 32937 • United States

190 Buckley Drive, Rockford, IL 61107 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Schneider Financial Group Satellite Beach FL 01/2014 07/2017
Woodbury Financial Services Inc Satellite Beach FL 08/2015 07/2017
Savant Wealth Management Rockford IL 01/2024 Present
Firstwave Financial Satellite Beach FL 07/2017 12/2023
  • 01/2014 → 07/2017
    Schneider Financial Group
    Satellite Beach, FL
  • 08/2015 → 07/2017
    Woodbury Financial Services Inc
    Satellite Beach, FL
  • 01/2024 → Present
    Savant Wealth Management
    Rockford, IL
  • 07/2017 → 12/2023
    Firstwave Financial
    Satellite Beach, FL
Previous Registrations
  • 2016-05-27 → 2017-07-06
    Woodbury Financial Services, Inc.
    Satellite Beach, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-13
  • S66 Uniform Combined State Law Examination
    2016-05-13
Designations
  • Certified Financial Planner

View on SEC IAPD

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Joel S Sanders
ALEXANDRA MICHELLE GROH

Nearby Offices

EDWARD JONES · SATELLITE BEACH, FL
J. W. COLE ADVISORS, INC. · Satellite Beach, FL
FIRST COMMAND ADVISORY SERVICES · Indian Harbour Beach, FL

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