Keith J. Kolinsky
Professional summary
Keith J. Kolinsky, CFP®, who also goes by Keith J Kolinsky, is a registered financial advisor currently at COMPLETE FINANCIAL PLANNING,INC. located in New City, New York.
Keith is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1981. Keith has worked at 7 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Keith J. Kolinsky's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1986
Experience
January 23, 2017 - Present
COMPLETE FINANCIAL PLANNING,INC.
April 22, 1992 - December 31, 2002
PMG SECURITIES CORPORATION
August 13, 1990 - April 28, 1992
GUARDIAN INVESTOR SERVICES LLC
January 21, 1987 - August 15, 1990
GLOBAL CAPITAL SECURITIES, INC.
March 13, 1986 - January 16, 1987
WS GRIFFITH SECURITIES, INC.
July 17, 1985 - August 15, 1990
GLOBAL CAPITAL SECURITIES, INC.
February 17, 1984 - January 1, 1985
LEHMAN BROTHERS INC.
February 23, 1981 - February 17, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
COMPLETE FINANCIAL PLANNING,INC.
CRD#: 124888 / SEC#: 801-108975
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2017)
Exams
Current Firm
COMPLETE FINANCIAL PLANNING,INC.
CRD#: 124888 / SEC#: 801-108975
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 85 |
| AUM (Assets Under Management) | $ 32,039,350 |
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.
