DK
Dylan C. Kolarcik
KESTRA ADVISORY SERVICES
Kings Park, NY 11754
Some features on this profile are disabled
CRD#: 6288651
DK
Professional summary
Dylan Christopher Kolarcik is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Kings Park, New York and KESTRA INVESTMENT SERVICES, LLC located in Kings Park, New York.
Dylan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Dylan has worked at 2 firms and has passed the Series 63, 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.
Business Name: Main Street Financial Group Investment Related: Yes Address: 80 East Main Street King Park NY 11754 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Consulting; Insurance; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Registered Rep., Rep. Assistant Start Date: 10/19/2015 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Acquiring retirement planning clients. Marketing. Administrative Asst. Business Name: Dylan Kolarcik Investment Related: No Address: 515 Old Dock Road Kings Park NY 11754 Nature of Business: Other Other/None of the Above Bartending Position, Title or Relationship: Bartender Start Date: 3/2/2019 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: serving beer and spirits. Business Name: MMDK TAX SERVICE POSITION: Tax Preparer/Owner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 03/24/2023 ADDRESS: 220 Riviera Drive, KINGS PARK NY 11754, United States DESCRIPTION: Preparing tax Returns and being registered with the IRS Business Name: ACCESS BROKERAGE SERVICES POSITION: Other, all life insurance policies are issued through Access Brokerage NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 01/01/2016 ADDRESS: 14 Roosevelt Avenue, Port Jefferson Station NY 11776 DESCRIPTION: Meeting with clients, selling insurance products to clients, reviewing and comparing existing policies. Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Investment Advisor Representative NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/01/2015 ADDRESS: 5707 Southwest Pkwy, Building 2 Ste 400, Austin TX 78735 DESCRIPTION: Registered Investment Advisor doing business with Kestra Advisory Services and Kestra Investment Services
CRS (Client Relationship Summary) - RIA
Click below to view Dylan Christopher Kolarcik'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
June 22, 2021 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 80 East Main St, Kings Park, NY 11754RIA
CRD#: 283330
Kings Park, NY
Current
October 7, 2015 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 80 East Main St, Kings Park, NY 11754BD
CRD#: 42046
Kings Park, NY
Past
August 26, 2014 - January 13, 2015
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
KINGS PARK, NY
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".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 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
California(3/29/2016)
RR
Connecticut(11/18/2015)
RR
District of Columbia(6/27/2018)
RR
Florida(7/25/2017)
RR
Georgia(10/15/2018)
RR
New Jersey(3/13/2020)
RR
New York(10/7/2015)
IAR
New York(6/22/2021)
RR
North Carolina(9/12/2016)
RR
Ohio(1/20/2017)
RR
Pennsylvania(10/27/2016)
RR
South Carolina(5/4/2022)
RR
Virginia(2/28/2024)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
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
KESTRA ADVISORY SERVICES, LLC
CRD#: 283330Kings Park, NY 11754TRUST BUT VERIFY
Monitor Dylan Kolarcik
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
