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MK

MICHAEL T. KUCZINSKI

GARDEN STATE INVESTMENT ADVISORY SERVICES
MILLSTONE TWP, NJ
Some features on this profile are disabled
CRD#: 6527743
MK

Professional summary

MICHAEL THOMAS KUCZINSKI, who also goes by Michael Kuczinksi, Michael Kuczinski, is a registered financial advisor currently at GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC located in Millstone Twp, New Jersey and GARDEN STATE SECURITIES, INC. located in Millstone Twp, New Jersey.

MICHAEL is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. MICHAEL has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michael Kuczinksi | Michael Kuczinski

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view MICHAEL THOMAS KUCZINSKI's CRS (Customer Relationship Summary).
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®
None

Experience

Current

March 12, 2018 - Present

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

RIA
CRD#: 133088
MILLSTONE TWP, NJ
Current

March 1, 2018 - Present

GARDEN STATE SECURITIES, INC.

BD
CRD#: 10083
MILLSTONE TWP, NJ
Past

November 16, 2016 - March 5, 2018

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Millstone TWP, NJ
Past

June 28, 2016 - March 5, 2018

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Millstone TWP, NJ

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".
GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL

CRD#: 133088 / SEC#: 801-79500

RIA
Registered Investment Advisory firm - (4/23/2014 Approved)
Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)

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
New Jersey
(3/1/2018)
IAR
New Jersey
(3/12/2018)
RR
New York
(3/1/2018)
RR
Pennsylvania
(5/31/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/15/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GS
GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC
CLU WEALTH ADVISORS LLC | TOTAL WEALTH ENHANCEMENT GROUP LLC | LA BOIS PARTNERS | GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC | GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | COLTS NECK FINANCIAL

CRD#: 133088 / SEC#: 801-79500

RIA
Registered Investment Advisory firm - (4/23/2014 Approved)
Idaho
Registered Investment Advisory firm - (4/25/2014 Terminated)
New Jersey
Registered Investment Advisory firm - (5/1/2014 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
328 Newman Springs Road, Red Bank, NJ 07701
Mailing Address
Phone number
(732) 280-6886
Established
Firm type
Fiscal year end
# of Employees
32

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GSIAS FORM ADV PART 2A BROCHURE DATED MARCH 31 2025 (3/31/2025)
GSIAS WRAP BROCHURE DATED MARCH 31 2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,122
AUM (Assets Under Management)$ 561,548,738

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

GARDEN STATE INVESTMENT ADVISORY SERVICES, LLC

CRD#: 133088Millstone Twp, NJ

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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