MICHAEL T. KUCZINSKI
GARDEN STATE INVESTMENT ADVISORY SERVICES
MILLSTONE TWP, NJ
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CRD#: 2299255
Professional summary
MICHAEL THEODORE KUCZINSKI, CFP®, ChFC®, CLU®, who also goes by Michael T Kuczinski, is a registered financial advisor currently at GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC located in Millstone Twp, New Jersey and GARDEN STATE SECURITIES, INC. located in Millstone Twp, New Jersey.
MICHAEL is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1993. MICHAEL has worked at 10 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Elder Care
Long-term Care
Retirement Income Management
Tax Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Michael T Kuczinski
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.
TOTAL WEALTH ENHANCEMENT GROUP, LLC POSITION: Partner NATURE: Other OBA INVESTMENT RELATED: Yes NUMBER OF HOURS: 125 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2006 ADDRESS: 24 Wagner Farm Lane, Suite R, Millstone Township NJ 08535 DESCRIPTION: DBA for securities and financial planning,estate and retirement planning MTK FINANCIAL GROUP II, INC. - TAX PREPERATION POSITION: Owner NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/26/2013 ADDRESS: 24 Wagner Farm Lane, Suite R, Millsone Township NJ 08535 DESCRIPTION: Income, sales and estate tax planning, preparation servcies and income tax resolution. MTK FINANCIAL GROUP II, INC. - INSURANCE POSITION: Owner NATURE: Insurance Sales (Investment-Related OBA) INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 04/26/2013 ADDRESS: 24 Wagner Farm Lane, Suite R, Millsone Township NJ 08535 DESCRIPTION: Insurance Sales MILLSTONE TOWNSHIP MUNICIPALITY POSITION: Committeeman/Deputy Mayor NATURE: Other OBA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2015 ADDRESS: 470 Stagecoach Road, Millstone Township NJ 08510 DESCRIPTION: Elected township official, oversee general operations, budgets, personnel and policy MKMB VENTURES LLC, PARTNER/OWNER. BEGINNING JANUARY 2023. NOT INVESTMENT-RELATED. ATM/VENDING MACHINES, APPROX. 12 HOURS PER MONTH. R&M VENTURES, LLC, dba Fit Body Boot Camp., Finally Fit, LLC. Fitness and nutrition. Approx 30 hrs/month, not investment-related.
CRS (Client Relationship Summary) - RIA
Click below to view MICHAEL THEODORE KUCZINSKI'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®
CFP®
Start date: 1998
Experience
Current
March 14, 2018 - Present
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
RIA
CRD#: 133088
MILLSTONE TWP, NJ
Current
March 1, 2018 - Present
GARDEN STATE SECURITIES, INC.
BD
CRD#: 10083
MILLSTONE TWP, NJ
Past
September 21, 2015 - March 5, 2018
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
Millstone TWP, NJ
Past
September 19, 2015 - March 5, 2018
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
Millstone TWP, NJ
Past
February 16, 2010 - September 22, 2015
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
MILLSTONE TOWNSHIP, NJ
Past
January 26, 2010 - September 22, 2015
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
MILLSTONE TOWNSHIP, NJ
Past
January 25, 2008 - December 31, 2009
UNITED SECURITIES ALLIANCE, INC.
RIA
CRD#: 36487
ENGLEWOOD, CO
Past
August 30, 2007 - December 31, 2007
UNITED SECURITIES ALLIANCE, INC.
RIA
CRD#: 36487
ENGLEWOOD, CO
Past
March 1, 2007 - September 4, 2007
OSAIC WEALTH, INC.
RIA
CRD#: 23131
MILLSTONE TOWNSHIP, NJ
Past
March 1, 2007 - January 28, 2010
OSAIC WEALTH, INC.
BD
CRD#: 23131
MILLSTONE TOWNSHIP, NJ
Past
January 27, 2006 - March 9, 2007
UNITED SECURITIES ALLIANCE, INC.
RIA
CRD#: 36487
MILLSTONE TOWNSHIP, NJ
Past
January 27, 2006 - March 1, 2007
UNITED SECURITIES ALLIANCE, INC.
BD
CRD#: 36487
MILLSTONE TOWNSHIP, NJ
Past
February 24, 2004 - January 30, 2006
GENEOS WEALTH MANAGEMENT, INC.
RIA
CRD#: 120894
DENVER, CO
Past
January 2, 2004 - January 30, 2006
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
DENVER, CO
Past
January 2, 2001 - January 23, 2004
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
January 7, 1998 - December 31, 2000
INVESTORS CAPITAL CORP.
BD
CRD#: 30613
LYNNFIELD, MA
Past
January 25, 1993 - January 21, 1998
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL
CRD#: 133088 / SEC#: 801-79500
RIA
Registered Investment Advisory firm - (4/23/2014 Approved)Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(3/1/2018)
RR
Indiana(1/22/2024)
RR
Maryland(2/7/2023)
RR
New Jersey(3/1/2018)
IAR
New Jersey(3/14/2018)
RR
New York(3/1/2018)
RR
Pennsylvania(6/23/2021)
RR
Virginia(6/7/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL
CRD#: 133088 / SEC#: 801-79500
RIA
Registered Investment Advisory firm - (4/23/2014 Approved)Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 280-6886
Established
Firm type
Fiscal year end
# of Employees
32
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,122 |
| AUM (Assets Under Management) | $ 561,548,738 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CRD#: 133088Millstone Twp, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
