RK
Robert Kulczycki
STRATEGIC ADVISERS LLC
TORRANCE, CA
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CRD#: 6476310
RK
Professional summary
Robert Kulczycki, CIMA®, who also goes by Rob Kulczycki, Robert Kulczycki, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Torrance, California and FIDELITY BROKERAGE SERVICES LLC located in Torrance, California.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Robert has worked at 9 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Kulczycki | Robert Kulczycki
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.
1. 05/12/2023 - Aligne Wealth Advisors Investment Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 05/04/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading 2. 07/05/2023 - Aligne Wealth Advisors Investment Mgmt - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date 04/28/2023 - 160 Hours Per Month/ 8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Aligne Wealth Advisors Investment Mgmt, an independent investment advisor firm. I started this business activity in 4/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
CRS (Client Relationship Summary) - RIA
Click below to view Robert Kulczycki'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®
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 21701 Hawthorne Blvd, Torrance, CA 90503RIA
CRD#: 104555
TORRANCE, CA
Current
October 23, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 21701 Hawthorne Blvd, Torrance, CA 90503BD
CRD#: 7784
Torrance, CA
Past
October 30, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
TORRANCE, CA
Past
May 26, 2023 - August 23, 2024
ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)
RIA
CRD#: 321735
SANTA MONICA, CA
Past
May 12, 2023 - May 16, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
LOS ANGELES, CA
Past
May 12, 2023 - September 4, 2024
LPL FINANCIAL LLC
BD
CRD#: 6413
LOS ANGELES, CA
Past
October 9, 2018 - February 14, 2023
FIRST TRUST ADVISORS LP
RIA
CRD#: 107027
AUSTIN, TX
Past
September 18, 2018 - February 14, 2023
FIRST TRUST PORTFOLIOS L.P.
BD
CRD#: 28519
Austin, TX
Past
June 30, 2015 - August 31, 2018
TRANSAMERICA CAPITAL, LLC
BD
CRD#: 8217
DENVER, CO
Past
May 13, 2015 - June 19, 2015
QUEST CAPITAL STRATEGIES, INC.
BD
CRD#: 16783
LAGUNA HILLS, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Arizona(2/24/2025)
RR
California(10/24/2024)
IAR
California(3/31/2025)
RR
Texas(9/29/2025)
IAR
Texas(10/1/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
