William J. Kobylarski
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
William James Kobylarski, CFP®, who also goes by William J Kobylarski, was a registered financial professional .
William is a previously registered financial professional and started their career in finance in 1986. William had worked at 15 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 52 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 13, 2018 - April 12, 2021
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 11, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
May 19, 2016 - March 30, 2021
FIDELITY BROKERAGE SERVICES LLC
October 11, 2011 - August 4, 2015
DEALERWEB LLC
November 13, 2008 - June 2, 2011
MORGAN KEEGAN & COMPANY, LLC
November 3, 2008 - June 2, 2011
MORGAN KEEGAN & COMPANY, LLC
January 1, 2008 - November 5, 2008
WELLS FARGO CLEARING SERVICES, LLC
January 1, 2008 - November 5, 2008
WELLS FARGO CLEARING SERVICES, LLC
August 28, 2006 - January 1, 2008
A. G. EDWARDS & SONS, INC.
August 10, 2006 - January 3, 2008
A. G. EDWARDS & SONS, INC.
June 17, 2002 - July 14, 2006
MUNICIPAL PARTNERS, LLC
November 22, 2000 - July 31, 2001
CANTOR FITZGERALD & CO.
July 24, 2000 - August 8, 2002
MINT BROKERS
September 29, 1994 - July 24, 2000
MUNICIPAL PARTNERS INC.
March 1, 1993 - August 4, 1994
J.J. KENNY DRAKE, INC.
July 18, 1991 - December 19, 1991
METROPOLITAN LIFE INSURANCE COMPANY
July 18, 1991 - December 19, 1991
MSI FINANCIAL SERVICES, INC.
July 21, 1986 - March 13, 1990
CANTOR, FITZGERALD MUNICIPAL BROKERS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 9/16/2022
General Securities Representative ExaminationCurrent Firm
FIDELITY PERSONAL AND WORKPLACE ADVISORS
CRD#: 288590 / SEC#: 801-112027
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 1,991,043 |
| AUM (Assets Under Management) | $ 818,776,100,963 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/06/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
