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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.

  1. Ramsay Stattman Vela & Price IncNov 2025 to now
  2. 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
Advisor's SEC record (opens in a new tab)
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