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Owner/executive/senior/financial Planner · Chicory Wealth

Mary B. Shaltis

CRD 6217165 · Named on Form ADV at one SEC-registered adviser

At a glance

Chicory Wealth, an SEC-registered wealth manager with $840 million in regulatory assets, lists Mary B. Shaltis on its Form ADV as Owner/executive/senior/financial Planner, a control person.

Firms and roles

  • Chicory WealthOwner/executive/senior/financial PlannerWealth manager · United States · $840M in regulatory assets

AtlasMembers

Mary’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mary’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.