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MK

Michael Kolzet

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CRD#: 7473454
MK

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 Kolzet was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 2022. Michael had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
Guidepoint Consulting; Investment related; 675 Avenue of the Americas New York, NY 10010; Guidepoint connects clients with vetted subject matter experts-Advisors-from our global professional network. Our clients leverage the insights and perspectives shared by our Advisors to stay informed and make better business decisions; Paid consulting; since May 2021; 3 hours/month devoted to this business; 0 hours/month devoted to this business during securities trading hours.

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

February 24, 2022 - February 16, 2023

CAROLINA CRYPTO MANAGEMENT, LLC

RIA
CRD#: 316837
CHAPEL HILL, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 10/20/2021
Uniform Investment Adviser Law Examination

Current Firm

CC
CAROLINA CRYPTO MANAGEMENT, LLC
CAROLINA CRYPTO MANAGEMENT, LLC

CRD#: 316837 / SEC#:

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Contact information

Main Address
1011 S. Hamilton Rd Suite 316, Chapel Hill, NC 27517
Mailing Address
Phone number
(919) 923-7030
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

CAROLINA CRYPTO MANAGEMENT, LLC

CRD#: 316837

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