Rosanna Marie Neil
Investment adviser representative at Chicory Wealth
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$840.4MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Chicory WealthOct 2021 to now
- North American Marine AllianceApr 2019 to Sep 2021
- Self-employedFeb 2018 to Mar 2019
- The Population InstituteMar 2015 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (VA).
Chicory Wealth
Legal name: M. Kulyk & Associates, LLC
$840.4MAssets managed
549Clients
16Advisers
8 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
- 7467593
- Firm CRD
- 290887