Mark Brian Michalek
Investment adviser representative at Ramsay Stattman Vela & Price Inc
13 yearsExperience
1 stateRegistered in
CFADesignation
$778.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Ramsay Stattman Vela & Price IncNov 2025 to now
- UBS Financial Services IncJul 2013 to now
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CO).
Ramsay Stattman Vela & Price Inc
$778.5MAssets managed
404Clients
5Advisers
50 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4730079
- Firm CRD
- 105156