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Sadik Kulla

24 Years of Experience
Watertown, CT
Broker

Sadik Kulla is a registered investment advisor at Raymond James & Associates, INC., based in Watertown, CT, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

Watertown, CT

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Sadik owns rental real estate properties in Waterbury and Watertown, CT since 2011 and 2017, respectively, and serves as an arbitrator, dedicating minimal time to each activity. The arbitrator role is not investment-related.

Employment History
Current Registrations
Raymond James & Associates, INC.
June 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - June 2016 · 7 yrs
Morgan Stanley
June 2009 - June 2016 · 7 yrs
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 2006 - April 2007 · 1 yr 2 mos
Morgan Stanley Dw INC.Broker
February 2006 - April 2007 · 1 yr 2 mos
Advest, INC.
May 2003 - January 2006 · 2 yrs 8 mos
Advest, INC.Broker
April 2003 - January 2006 · 2 yrs 9 mos
Ing Financial Advisers, LLCBroker
February 2002 - April 2003 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2001 - December 2001 · 11 mos
State Registrations2 states
CTNY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.