Kolinsky Wealth Management, LLC

Kolinsky Wealth Management, LLC (CRD# 153763) is a financial advisory firm headquartered in Ramsey, NJ. They manage $401,299,372 in 1,298 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    401
    MILLION
  • Total Number of Accounts
    1,298
    ACCOUNTS
  • Average Account Value
    $309,167
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, NH, NJ, NY, PA, TX, VA

Financial Advisors at Kolinsky Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
David L. Ciano
CRD#: 2174074
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446

David Ciano (CRD# 2174074) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 32 years of experience in the finance industry.

2
Chad N. Kolinsky
CRD#: 6414638
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446

Chad Kolinsky (CRD# 6414638) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 6 years of experience in the finance industry.

3
Jason N. Kolinsky
CRD#: 5569547
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446

Jason Kolinsky (CRD# 5569547) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 13 years of experience in the finance industry.

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

Steven Kolinsky (CRD# 1090913) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 31 years of experience in the finance industry.

5
Justin McPartland
CRD#: 7017171
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446

Justin McPartland (CRD# 7017171) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 5 years of experience in the finance industry.

6
David G. Mowad
CRD#: 4104352
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446

David Mowad (CRD# 4104352) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 9 years of experience in the finance industry.

7
Anthony Picinich
CRD#: 6147519
500 N. Franklin Turnpike, Suite 104, Ramsey, NJ 07446

Anthony Picinich (CRD# 6147519) is an Investment Advisor Representative working at Kolinsky Wealth Management, LLC in Ramsey, NJ and has over 11 years of experience in the finance industry.

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