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Staff Profiles
Bryan Ulatowski

Bryan Ulatowski is an investment advisor representative and has been active in the financial services industry for more than 27 years. Over that period of time, he has advised clients in the management of their investments. Bryan has extensive experience in asset management and retirement planning. Bryan has completed training through Clarity 2 Prosperity and has become one of the members certified in utilizing The Bucket Plan®.


Taylor works daily ensuring all clients’ needs are met and all concerns are addressed properly and efficiently. She also processes all new paperwork and follows up on policies accordingly. She assists Bryan in the office and takes care of clients when he is on appointments. She also runs our marketing system, keeping track of all clients and prospects and produces all correspondence with them.


Securities offered through Vanderbilt Securities, LLC • Member: FINRA, SIPC • Registered with MSRB Clearing Agent: National Financial Services, LLC Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100 • | | |

Depending on your specific investment objectives and financial position, the investments discussed or recommended in this Web site may or may not be suitable for you. It is up to you to weigh any decision carefully. Past performance is not necessarily a guide to future performance and is no guarantee of future results. Income from investments may fluctuate. The price or value of any investment identified directly or indirectly in this Web site may fall or rise against your interests and the interests of other investors.


This communication is strictly intended for individuals residing in the state(s) of MI. No offers may be made or accepted from any resident outside the specific states referenced.

Check the background of this financial professional on FINRA's BrokerCheck.