Michael J. Kulinski
Professional summary
Michael J Kulinski, who also goes by Michael Joseph Kulinski, Mike Kulinski, Michael J Kulinski, Michael Kulinski, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Bala Cynwyd, Pennsylvania and CETERA INVESTMENT SERVICES LLC located in Bala Cynwyd, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Michael has worked at 14 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 6, Series 24, Series 51 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael J Kulinski's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2021 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 555 City Avenue Suite 440, Bala Cynwyd, PA 19004October 1, 2021 - Present
CETERA INVESTMENT SERVICES LLC
Office #1: 555 City Avenue Suite 440, Bala Cynwyd, PA 19004July 3, 2019 - October 25, 2021
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
October 30, 2018 - July 1, 2019
PARK AVENUE SECURITIES LLC
March 9, 2018 - June 8, 2018
EVERLAKE DISTRIBUTORS, LLC
April 11, 2014 - April 13, 2018
ALLSTATE FINANCIAL SERVICES, LLC
October 17, 2012 - January 2, 2014
NATIONWIDE INVESTMENT SERVICES CORPORATION
December 6, 2011 - October 16, 2012
FARMERS FINANCIAL SOLUTIONS, LLC
March 17, 2011 - August 31, 2011
W&S BROKERAGE SERVICES, INC.
June 7, 2006 - March 4, 2011
MSI FINANCIAL SERVICES, INC.
May 5, 2006 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
May 5, 2006 - March 4, 2011
MSI FINANCIAL SERVICES, INC.
November 11, 2005 - April 17, 2006
VOYA FINANCIAL PARTNERS, LLC
November 11, 2005 - April 17, 2006
VOYA FINANCIAL PARTNERS, LLC
February 6, 2003 - November 2, 2005
VALIC FINANCIAL ADVISORS, INC.
April 6, 1999 - December 31, 2001
THE VARIABLE ANNUITY MARKETING COMPANY
April 6, 1999 - November 2, 2005
VALIC FINANCIAL ADVISORS, INC.
Primary Firm SEC Registration
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/6/2022)
(7/29/2022)
(6/3/2022)
(5/24/2022)
(10/1/2021)
(3/27/2023)
(2/16/2023)
(10/1/2021)
(10/25/2021)
(8/28/2025)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
Current Firm
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644 / SEC#: 801-20406
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
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