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Kristen Koluch

24 Years of Experience
West Nyack, NY
Broker

Kristen Koluch is a registered investment advisor at Raymond James & Associates, INC., based in West Nyack, NY, 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

1 Crosfield Avenue, Suite 102, West Nyack, NY, 10994

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
January 2016 - Present · 10 yrs 4 mos
Raymond James & Associates, INC.Broker
November 2015 - Present · 10 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
June 2003 - November 2015 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2003 - November 2015 · 12 yrs 5 mos
Barclays Capital INC.Broker
January 2002 - May 2003 · 1 yr 4 mos
State Registrations30 states
AZCACOCTDCDEFLGAILMAMDMEMIMNMONCNHNJNMNVNYOHPARISCTXVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Kristen Koluch - Financial Advisor | TrueAdvisor