Investment adviser representative · Ramsay Stattman Vela & Price Inc.
Mark B. Michalek
CRD 4730079 · Colorado Springs, CO
At a glance
Mark B. Michalek is an investment adviser representative with Ramsay Stattman Vela & Price Inc. in Colorado Springs, CO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Mark’s SEC record dates to 2004, about 22 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Ramsay Stattman Vela & Price Inc.Since November 2025Colorado Springs, CO · $779M in regulatory assets
SEC adviser record
- Registered since
- 2004 (22 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Mark’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.