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Christopher Kolakowski

2 Years of Experience
Baltimore, MD
Broker

Christopher Kolakowski is a registered investment advisor at Cetera Investment Advisers LLC, based in Baltimore, MD, with 2 years of industry experience. Christopher 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

300 East Lombard Street, Baltimore, MD, 21054

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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

Christopher works as a wealth advisor for First National Trust, working with prospects and internal partners. He also collaborates with trust portfolio advisors and provides referrals to brokerage financial advisors.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
June 2024 - Present · 2 yrs 1 mo
Cetera Investment Advisers LLC
June 2024 - Present · 2 yrs 1 mo
Previous Registrations
Truist Advisory Services, INC.
March 2023 - October 2023 · 7 mos
Truist Investment Services, INC.Broker
February 2023 - October 2023 · 8 mos
State Registrations2 states
MDVA
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.