MK
MK

Michael Kulesza

6 Years of Experience
Newton Lower Falls, MA
Broker

Michael Kulesza is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Newton Lower Falls, MA, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

2345 Washington St, Suite 101, Newton Lower Falls, MA, 02462

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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

Michael's branch operates under the DBA name North Atlantic Investment Partners, LLC. He dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2023 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Edward Jones
October 2019 - November 2023 · 4 yrs 1 mo
Edward JonesBroker
July 2019 - November 2023 · 4 yrs 4 mos
State Registrations9 states
CTFLGAKYMANHPARIVA
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.
Michael Kulesza - Financial Advisor | TrueAdvisor