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CFP

Krzysztof Kolba

Private Advisor Group, LLC
31 Years of Experience
New Rochelle, NY
BrokerSells Insurance
View SEC Summary
View SEC Summary

Krzysztof Kolba is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in New Rochelle, NY, with 31 years of industry experience. Krzysztof is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
930 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

56 Harrison Street, Suite 203, New Rochelle, NY, 10801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Krzysztof provides investment advisory services through Private Advisor Group and Kolba Wealth Management, spending a significant amount of time on these activities. He also sells non-variable insurance products, including LTC, DI, life insurance, and fixed annuities, dedicating about 10-20% of his time to this.

Employment History
Current Registrations
Private Advisor Group, LLC
June 2016 - Present · 10 yrs 4 mos
LPL Financial LLC
May 2016 - Present · 10 yrs 5 mos
LPL Financial LLCBroker
May 2016 - Present · 10 yrs 5 mos
Previous Registrations
Ameritas Investment CORP.Broker
December 2011 - May 2016 · 4 yrs 5 mos
Securities America, INC.Broker
October 2008 - October 2011 · 3 yrs
Ameriprise Financial Services, INC.Broker
October 2008 - December 2011 · 3 yrs 2 mos
Chase Investment Services CORP.
March 2001 - October 2008 · 7 yrs 7 mos
Chase Investment Services CORP.Broker
March 2001 - October 2008 · 7 yrs 7 mos
UBS Painewebber INC.Broker
February 2001 - March 2001 · 1 mo
Nylife Securities INC.Broker
March 2000 - January 2001 · 10 mos
AXA Advisors, LLCBroker
August 1994 - November 1999 · 5 yrs 3 mos
The Equitable Life Assurance Society of the United StatesBroker
August 1994 - November 1999 · 5 yrs 3 mos
State Registrations12 states
CADCFLGAMNMONJNYOHPATXVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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