Daniel J. Korleski

COBALT PRIVATE WEALTH LLC

Colorado Springs, CO 80906

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CRD#: 2053083

Professional summary

Daniel Joseph Korleski, who also goes by Daniel Joseph Koreleski, Dan Korleski, is a registered financial advisor currently at COBALT PRIVATE WEALTH LLC located in Colorado Springs, Colorado.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Daniel has worked at 4 firms and has passed the Series 65, Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Daniel Joseph Koreleski | Dan Korleski

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Korleski's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 5, 2014 - Present

COBALT PRIVATE WEALTH LLC

Office #1: 5251 Bancroft Hts, Colorado Springs, CO 80906

RIA

CRD#: 168453

Colorado Springs, CO

Past

February 21, 2012 - December 31, 2013

ADVISERS INVESTMENT MANAGEMENT, INC.

RIA

CRD#: 112649

COLORADO SPRINGS, CO

Past

February 1, 2005 - May 4, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

COLORADO SPRINGS, CO

Past

January 1, 2005 - May 4, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

May 28, 1991 - April 10, 1995

EMERALD COAST INVESTMENTS OF NORTHWEST FLORIDA, INC.

CRD#: 26419

FT. WALTON BEACH, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/5/2014)

IAR

Texas
(4/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/20/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/27/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/22/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 12/30/2004

General Securities Representative Examination

Current Firm

COBALT PRIVATE WEALTH LLC

CRD#: 168453 / SEC#: 801-78499

RIA

Registered Investment Advisory firm - (8/25/2014 Terminated)

Colorado

Registered Investment Advisory firm - (8/22/2014 Approved)

Texas

Registered Investment Advisory firm - (4/8/2021 Conditional Restricted)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

5251 Bancroft Hts, Colorado Springs, CO 80906

Mailing Address

Phone number

(719) 332-3863

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	65
AUM (Assets Under Management)	$ 21,300,049

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.

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Daniel J. Korleski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Joseph Korleski's CRS (Customer Relationship Summary).

Certified licenses

Experience

COBALT PRIVATE WEALTH LLC

ADVISERS INVESTMENT MANAGEMENT, INC.

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

EMERALD COAST INVESTMENTS OF NORTHWEST FLORIDA, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/20/2012

Series 66

Date: 1/27/2005

Series 63

Date: 8/22/1990

Series 7

Date: 12/30/2004

Current Firm

COBALT PRIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

COBALT PRIVATE WEALTH LLC

TRUST BUT VERIFY

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