Unclaimed Profile

Steven Philip Kulesza

DYNAMIC ADVISOR SOLUTIONS LLC·PHOENIX, Arizona

SIE, Series 7, Series 66CFPClean record18 years registeredDYNAMIC ADVISOR SOLUTIONS LLC

2415 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 4677286Firm CRD# 151367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Philip Kulesza · PHOENIX, AZ

Registration

CRD #4677286 · DYNAMIC ADVISOR SOLUTIONS LLC · 18 years registered

Brand Profile

Not yet started

Career History

DYNAMIC

Nov 2022 – present

MSH CAPITAL ADVISORS LLC

Oct 2019 – Oct 2022

SCOTTSDALE, AZ

CHARLES SCHWAB & CO., INC.

Oct 2015 – Oct 2019

Phoenix, AZ

CHARLES SCHWAB & CO., INC.

Mar 2008 – Jul 2013

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · March 25, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNAMIC ADVISOR SOLUTIONS LLC

CRD 151367 · SEC 801-72203

AUM

$4.8B

Regulatory assets under management

Employees

125

14,988 client accounts

Services offered by DYNAMIC ADVISOR SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DYNAMIC ADVISOR SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Steven Philip Kulesza offer?

Steven Philip Kulesza specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Steven Philip Kulesza's credentials?

Steven Philip Kulesza holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Philip Kulesza located?

Steven Philip Kulesza is based in PHOENIX, Arizona, working with DYNAMIC ADVISOR SOLUTIONS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Steven Philip Kulesza charge for services?

Steven Philip Kulesza's firm is compensated through percentage of aum, hourly charges, subscription fees, other: asset-based and flat fees for model portfolio adviser services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNAMIC ADVISOR SOLUTIONS LLC?

DYNAMIC ADVISOR SOLUTIONS LLC has approximately 125 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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