EK
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Edwin Kulawiak

24 Years of Experience
Stanhope, NJ
Broker

Edwin Kulawiak is a registered investment advisor at Cetera Investment Advisers LLC, based in Stanhope, NJ, with 24 years of industry experience. Edwin 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

4 Waterloo Road, Stanhope, NJ, 07874

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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 Activities

Edwin is an owner, CPA, and enrolled agent at Nerenberg & Kulawiak, Inc., a tax practice, since January 2023. He spends about half his time on income tax preparation, business bookkeeping, payroll preparation, and tax and business consulting, with a significant portion of that time during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
November 2021 - Present · 4 yrs 6 mos
Cetera Financial Specialists LLCBroker
October 2005 - Present · 20 yrs 7 mos
Previous Registrations
C. J. M. Planning CORP.Broker
August 2001 - October 2005 · 4 yrs 2 mos
State Registrations21 states
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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.
Edwin Kulawiak - Financial Advisor | TrueAdvisor