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Michael Kulinski

25 Years of Experience
Bala Cynwyd, PA
Broker

Michael Kulinski is a registered investment advisor at Cetera Investment Advisers LLC, based in Bala Cynwyd, PA, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

555 City Avenue, Suite 440, Bala Cynwyd, PA, 19004

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History

Regulatory History
Clean regulatory record

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

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Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2021 - Present · 4 yrs 7 mos
Cetera Investment Services LLCBroker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Concourse Financial Group Securities, INC.Broker
July 2019 - October 2021 · 2 yrs 3 mos
Park Avenue Securities LLCBroker
October 2018 - July 2019 · 9 mos
Allstate Distributors, L.L.C.Broker
March 2018 - June 2018 · 3 mos
Allstate Financial Services, LLCBroker
April 2014 - April 2018 · 4 yrs
Nationwide Investment Services CorporationBroker
October 2012 - January 2014 · 1 yr 3 mos
Farmers Financial Solutions, LLCBroker
December 2011 - October 2012 · 10 mos
W&s Brokerage Services, INC.Broker
March 2011 - August 2011 · 5 mos
Metlife Securities INC.
June 2006 - March 2011 · 4 yrs 9 mos
Metlife Securities INC.Broker
May 2006 - March 2011 · 4 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 2006 - July 2007 · 1 yr 2 mos
Ing Financial Advisers, LLC
November 2005 - April 2006 · 5 mos
Ing Financial Advisers, LLCBroker
November 2005 - April 2006 · 5 mos
VALIC Financial Advisors, INC.
February 2003 - November 2005 · 2 yrs 9 mos
VALIC Financial Advisors, INC.Broker
April 1999 - November 2005 · 6 yrs 7 mos
The Variable Annuity Marketing CompanyBroker
April 1999 - December 2001 · 2 yrs 8 mos
State Registrations8 states
DEFLMANCNJNVOKPA
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.