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Mary Sulick

Advisor at Cetera

Updated today

Location

Lexington Park, MD 20653

Credentials

PFS™, Series 63, Series 66

Industry experience

23 years

About

Mary Sulick is a financial advisor with Cetera, holding the PFS™ designation and Series 63 and 66 licenses, and has 23 years of industry experience. She previously worked at Avantax Investment Services and 1st Global Advisors, and has served as a board member for the Anne Arundel County Pension Trustee Board and the Annapolis Police & Fire Retirement Commission. Sulick is also involved with Heimlantz Financial Advisors, a not-for-profit focused on child abuse prevention. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors, offering portfolio management, financial planning, and fiduciary solutions. The firm combines advisor-managed accounts, model portfolios, and third-party managed solutions, with notable retirement and trust capabilities integrated into its institutional platform.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

22738 Maple Road, Suite 201

Lexington Park, MD 20653

Most active in

Maryland · Texas

Work history

Cetera

2025 - Present (1 year)

Cetera Wealth Services, LLC

2025 - Present (1 year)

Avantax Investment Services, INC.

2019 - 2025 (6 years)

Avantax Advisory Services

2019 - 2025 (6 years)

HeimLantz Professional Corporation

2016 - Present (10 years)

Avantax Insurance Services

2004 - 2025 (21 years)

1st Global Advisors, Inc

2004 - 2019 (15 years)

1st Global Capital Corp

2003 - 2019 (16 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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