Michael J. Kolar
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.
Michael James Kolar, who also goes by Michael Kolar, was a registered financial professional .
Michael is a previously registered financial professional and started their career in finance in 2017. Michael had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 6, 2019 - September 10, 2020
RENEW FAMILY WEALTH
May 23, 2017 - April 30, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 3, 2017 - April 30, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
RENEW FAMILY WEALTH
CRD#: 298618 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 162 |
| AUM (Assets Under Management) | $ 93,872,820 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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