Avery B. Wolinsky
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Avery Beau Wolinsky, who also goes by Beau Wolinski, Beau Wolinsky, was a registered financial advisor .
Avery is a previously registered financial advisor and started their career in finance in 2006. Avery had worked at 3 firms and has passed the Series 65 and Series 3 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 10, 2012 - July 9, 2014
K.C. CAPITAL MANAGEMENT, INC.
March 11, 2010 - December 31, 2010
K.C. CAPITAL MANAGEMENT, INC.
May 7, 2008 - January 5, 2010
SCF INVESTMENT ADVISORS, INC.
January 12, 2007 - May 8, 2008
TREW CAPITAL MANAGEMENT, INC.
September 6, 2006 - December 11, 2006
TREW CAPITAL MANAGEMENT, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
K.C. CAPITAL MANAGEMENT, INC.
CRD#: 152845 / SEC#: 801-71095
Contact information
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.
