Unclaimed Profile

Brian Kulik

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.·GLASTONBURY, Connecticut

SIE, Series 7, Series 24, Series 66Clean record11 years registeredHOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

95 GLASTONBURY BLVD, GLASTONBURY, CT 06033CRD# 6089945Firm CRD# 125791

Profile Verification

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

Identity

Brian Kulik · GLASTONBURY, CT

Registration

CRD #6089945 · HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. · 11 years registered

Brand Profile

Not yet started

Career History

USI ADVISORS

Nov 2023 – present

RAYMOND JAMES & ASSOCIATES, INC.

Sep 2016 – Oct 2017

Greenwich, CT

INFINEX INVESTMENTS, INC.

Dec 2014 – Aug 2016

MERIDEN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · December 3, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

CRD 125791 · SEC 801-61958

AUM

$478M

Regulatory assets under management

Employees

72 client accounts

Services offered by HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.

Per Form ADV

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

Nonprofits & Foundations

View all advisors at HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Brian Kulik offer?

Brian Kulik specializes in Investment Management. Contact their office in GLASTONBURY, Connecticut for a consultation.

What are Brian Kulik's credentials?

Brian Kulik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Kulik located?

Brian Kulik is based in GLASTONBURY, Connecticut, working with HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.. Their office serves clients in the GLASTONBURY metropolitan area and surrounding communities.

How does Brian Kulik charge for services?

Brian Kulik's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC.?

HOOKER & HOLCOMBE INVESTMENT ADVISORS, INC. has approximately 7 employees and manages $478M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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