MK
Margaret A. Kulyk
CHICORY WEALTH
Decatur, GA
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CRD#: 4527484
MK
Professional summary
Margaret Ann Kulyk is a registered financial advisor currently at CHICORY WEALTH located in Decatur, Georgia.
Margaret is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Margaret has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Real Estate Ownership; Commercial; Decatur, GA 30033.
Business Ownership; JEPY Properties; Owner; An LLC to hold my business property; Decatur, GA 30033; Not Investment Related; July 2013; 1-9 hours per month; 1-9 during trading hours/ Money Mindfulness: Transforming Your Relationship with Money; Director/Owner; I will be offering some one-on-one and some seminar workshops that explore an individual's emotional and spiritual relationship with money. The focus of the work is to uncover blocks and support a process of transformation in how they relate to money in their life to promote a sense of well-being and wholeness; Decatur, GA 30033; Not Investment Related; Aug 2013; 10-19 hours per month; 10-19 during trading hours/ MK&A Tax Services; Owner; I intend to open a separate tax prep service for any interested clients. I will be employing Mary Shaltis, a CPA as well as Daniel McNabb to assist in this tax prep work; Decatur, GA 30033; Not Investment Related; Nov 2015; 1-9 hours per month; 1-9 during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Margaret Ann Kulyk'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®
NoneExperience
Current
January 10, 2018 - Present
CHICORY WEALTH
RIA
CRD#: 290887
Decatur, GA
Past
February 28, 2003 - January 5, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
San Francisco, CA
Past
May 24, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
May 24, 2002 - January 5, 2018
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
San Francisco, CA
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".
CHICORY WEALTH
CHICORY WEALTH | MAGGIE KULYK & ASSOCIATES, LLC | M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH | M. KULYK & ASSOCIATES, LLC
CRD#: 290887 / SEC#: 801-112089
RIA
Registered Investment Advisory firm - (11/30/2017 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.Highlighted states indicate IAR registrations
IAR
Georgia(1/29/2018)
IAR
Texas(11/16/2018)
IAR
Washington(1/16/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CHICORY WEALTH
CHICORY WEALTH | MAGGIE KULYK & ASSOCIATES, LLC | M. KULYK & ASSOCIATES, LLC DBA CHICORY WEALTH | M. KULYK & ASSOCIATES, LLC
CRD#: 290887 / SEC#: 801-112089
RIA
Registered Investment Advisory firm - (11/30/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Decatur, GA
Mailing Address
3904 North Druid Hills Road #366, Decatur, GA 30033
Phone number
(404) 294-5917
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,948 |
| AUM (Assets Under Management) | $ 682,691,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/23/2024 | ||
| 09/19/2023 | ||
| 08/15/2023 | ||
| 02/28/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
