Steven KolinskyCRD Number: 1090913
Current Firm: Kolinsky Wealth Management, LLC
Steven Kolinsky (CRD# 1090913) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 23 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|American Portfolios Financial Services, Inc.||Holbrook, NY||Apr 2013 - Current||3|
|Kolinsky Wealth Manangement LLC||Woodcliff Lake, NJ||Jun 2010 - Current||6|
|Allied Beacon Partners, Inc.||Richmond, VA||Mar 2011 - Apr 2013||2|
|Investors Capital Corporation||Lynnfield, MA||Sep 2010 - Dec 2010||< 1|
|Kolinsky Hill & Associates, Inc. - Dba Kolinsky Hill Fin. Group||Woodcliff, NJ||Jul 2005 - Jul 2010||5|
|Royal Alliance Associates, Inc.||Vernon, CT||May 2008 - Apr 2010||1|
|Nfp Securities Inc.||Austin, TX||Feb 2001 - May 2008||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1993|
|S65||NASAA Investment Advisors Law Examination||Jan 2000|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Regulatory Event
Total Assets Under Management166MILLIONS
Total Number of Accounts482ACCOUNTS
Average Account Value$343,361
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CT, FL, NJ, NY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.