Keith M. Tucholski
Professional summary
Keith Michael Tucholski, CFP®, who also goes by Keith M Tucholski, is a registered financial advisor currently at HAMEL ASSOCIATES,INC. located in Chatham, New Jersey.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Keith has worked at 2 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keith Michael Tucholski's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 20, 2003 - Present
HAMEL ASSOCIATES,INC.
Office #1: 24 Washington Avenue, Chatham, NJ 07928October 23, 1995 - December 12, 2001
MORGAN STANLEY DW INC.
Primary Firm SEC Registration
HAMEL ASSOCIATES,INC.
CRD#: 107128 / SEC#: 801-37636
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/20/2003)
Exams
Current Firm
HAMEL ASSOCIATES,INC.
CRD#: 107128 / SEC#: 801-37636
Contact information
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 236 |
| AUM (Assets Under Management) | $ 514,591,784 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/17/2025 |
Red Flags
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