Kolinsky Wealth Management, LLC

Kolinsky Wealth Management, LLC (CRD# 153763) is a financial advisory firm headquartered in Ramsey, NJ. They manage $165,500,000 in 482 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    166
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $343,361
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, NJ, NY

Financial Advisors at Kolinsky Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kanika M. Brooks
CRD#: 5376775
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446
89
Wealthminder
score

Kanika Brooks (CRD# 5376775) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 3 years of experience in the finance industry.

2
David G. Mowad
CRD#: 4104352
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446
88
Wealthminder
score

David Mowad (CRD# 4104352) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has 1 year of experience in the finance industry.

3
David L. Ciano
CRD#: 2174074
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446
63
Wealthminder
score

David Ciano (CRD# 2174074) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 24 years of experience in the finance industry.

4
Steven I. Kolinsky
CRD#: 1090913
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446
41
Wealthminder
score

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.

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