MK

Michael J. Kulinski

QUARTZ PARTNERS INVESTMENT MANAGEMENT
Marlton, NJ
Some features on this profile are disabled
CRD#: 3203553
MK

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 QUARTZ PARTNERS INVESTMENT MANAGEMENT located in Marlton, New Jersey and ETICO PARTNERS, LLC located in Saratoga Springs, New York.

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 16 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


Are you a "fiduciary"?
Yes

Aliases


Michael Joseph Kulinski | Mike Kulinski | Michael J Kulinski | Michael Kulinski

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.

CRS (Client Relationship Summary) - RIA


Click below to view Michael J Kulinski's CRS (Customer Relationship Summary).
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

April 30, 2026 - Present

QUARTZ PARTNERS INVESTMENT MANAGEMENT

RIA
CRD#: 174327
Marlton, NJ
Current

April 30, 2026 - Present

ETICO PARTNERS, LLC

Office #1: 85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
BD
CRD#: 122481
SARATOGA SPRINGS, NY
Past

October 25, 2021 - April 22, 2026

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
BALA CYNWYD, PA
Past

October 1, 2021 - April 22, 2026

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
BALA CYNWYD, PA
Past

July 3, 2019 - October 25, 2021

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BIRMINGHAM, AL
Past

October 30, 2018 - July 1, 2019

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
NEW YORK, NY
Past

March 9, 2018 - June 8, 2018

EVERLAKE DISTRIBUTORS, LLC

BD
CRD#: 100460
NORTHBROOK, IL
Past

April 11, 2014 - April 13, 2018

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
WALL TOWNSHIP, NJ
Past

October 17, 2012 - January 2, 2014

NATIONWIDE INVESTMENT SERVICES CORPORATION

BD
CRD#: 7110
COLUMBUS, OH
Past

December 6, 2011 - October 16, 2012

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
CHERRY HILL, NJ
Past

March 17, 2011 - August 31, 2011

W&S BROKERAGE SERVICES, INC.

BD
CRD#: 8099
BALA CYNWYD, PA
Past

June 7, 2006 - March 4, 2011

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
MARLTON, NJ
Past

May 5, 2006 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
MOORESTOWN, NJ
Past

May 5, 2006 - March 4, 2011

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
WAYNE, PA
Past

November 11, 2005 - April 17, 2006

VOYA FINANCIAL PARTNERS, LLC

RIA
CRD#: 34815
MARLTON, NJ
Past

November 11, 2005 - April 17, 2006

VOYA FINANCIAL PARTNERS, LLC

BD
CRD#: 34815
WINDSOR, CT
Past

February 6, 2003 - November 2, 2005

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
CHERRY HILL, NJ
Past

April 6, 1999 - December 31, 2001

THE VARIABLE ANNUITY MARKETING COMPANY

BD
CRD#: 5081
HOUSTON, TX
Past

April 6, 1999 - November 2, 2005

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
HOUSTON, TX

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".
QP
QUARTZ PARTNERS INVESTMENT MANAGEMENT
ADAPTINVESTING | QUARTZ PARTNERS, LLC | QUARTZ PARTNERS RETIREMENT PLAN SERVICES | QUARTZ PARTNERS INVESTMENT MANAGEMENT | QUARTZ PARTNERS | MOSS BLUFF MANAGEMENT | FLORENCE WEALTH | ETICO PRIVATE WEALTH | ETICO | CAMERON HARROD WEALTH MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA
Registered Investment Advisory firm - (1/20/2015 Approved)

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
New Jersey
(4/30/2026)
RR
Pennsylvania
(4/30/2026)
IAR
Pennsylvania
(4/30/2026)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/22/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


QP
QUARTZ PARTNERS INVESTMENT MANAGEMENT
ADAPTINVESTING | QUARTZ PARTNERS, LLC | QUARTZ PARTNERS RETIREMENT PLAN SERVICES | QUARTZ PARTNERS INVESTMENT MANAGEMENT | QUARTZ PARTNERS | MOSS BLUFF MANAGEMENT | FLORENCE WEALTH | ETICO PRIVATE WEALTH | ETICO | CAMERON HARROD WEALTH MANAGEMENT

CRD#: 174327 / SEC#: 801-80822

RIA
Registered Investment Advisory firm - (1/20/2015 Approved)
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Contact information


Main Address
85 Railroad Place Suite 101a, Saratoga Springs, NY 12866
Mailing Address
Phone number
(800) 433-0422
Established
Firm type
Fiscal year end
# of Employees
26

SEC notice filing (18 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts1,277
AUM (Assets Under Management)$ 397,841,888

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.

Company Information


QUARTZ PARTNERS INVESTMENT MANAGEMENT

CRD#: 174327Marlton, NJ

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