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AP

Anthony Picinich

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CRD#: 6147519
AP

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.

Anthony Picinich was a registered financial professional .

Anthony is a previously registered financial professional and started their career in finance in 2013. Anthony had worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

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.
Since 2008 Mr. Picinich is a partner in Gosen & Picinich CPAs, a public accounting firm located at 630 Mola Boulevard, Elmwood Park, NJ 07407. Mr. Picinich spends approximately six hours per day on this activity during trading hours.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

December 10, 2019 - March 21, 2025

KOLINSKY WEALTH MANAGEMENT, LLC

RIA
CRD#: 153763
RAMSEY, NJ
Past

February 7, 2013 - December 3, 2019

AP BUSINESS SERVICES LLC

RIA
CRD#: 166417
ELMWOOD PARK, NJ

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 12/21/2012
Uniform Investment Adviser Law Examination

Current Firm


KW
KOLINSKY WEALTH MANAGEMENT, LLC
KOLINSKY WEALTH MANAGEMENT, LLC

CRD#: 153763 / SEC#: 801-71410

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Contact information


Main Address
500 N. Franklin Turnpike Suite 104, Ramsey, NJ 07446
Mailing Address
Phone number
(201) 474-4011
Established
Firm type
Fiscal year end
# of Employees
11

Documents


Latest Form ADV

Part 2 Brochures

KWM FORM ADV PART 2A 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts1,461
AUM (Assets Under Management)$ 493,754,690

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


KOLINSKY WEALTH MANAGEMENT, LLC

CRD#: 153763

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