Kristen Koluch, financial advisor West Nyack NY

Kristen Koluch

CRD Number: 4450286
Current Firm: Raymond James & Associates, Inc.

Kristen Koluch (CRD# 4450286) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in West Nyack, NY and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James And Associates West Nyack, NY Nov 2015 - Current 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated West Nyack, NY May 2003 - Current 20
Bank Of America, N.a. West Nyack, NY Dec 2013 - Nov 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Jun 2003
Contact Info for Kristen M. Koluch
Phone Number: 727-567-1000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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