Chad
Kolinsky
Kolinsky Wealth Management, LLC
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About this Advisor
Chad Kolinsky is a chartered financial analyst based out of Ramsey, New Jersey who has 6 years of relevant experience. Kolinsky works at Kolinsky Wealth Management, LLC. Over the course of their career, Kolinsky has held roles at Tommy Hilfiger, Kolinsky Wealth Management, LLC, American Portfolios Financial Services, Inc, Situs, Gamitee LTD and The Strategic Financial Alliance, Inc. Kolinsky has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Kolinsky Wealth Management, LLC is an advisory business based out of Ramsey, NJ. It has $333 million in total assets among its 1,175 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 1,175 client accounts, 26% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm provides a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management are based on which services are offered. Fees charged by Kolinsky Wealth Management, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kolinsky Wealth Management, LLC Brokerage Details
$332,755,949
10
1,175
$283,197
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Chad Kolinsky Work History
Chad has been registered as a financial advisor for 6 years.*
The Strategic Financial Alliance, Inc
Kolinsky Wealth Management, LLC
American Portfolios Financial Services, Inc
Gamitee LTD
Situs
American Portfolios Financial Services, Inc
Tommy Hilfiger
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Chad Kolinsky to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kolinsky Wealth Management, LLC
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
Ramsey, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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