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Daniel Robert Kirslis

M. KULYK & ASSOCIATES, LLC·DECATUR, Georgia
Series 65Clean record7 years registeredM. KULYK & ASSOCIATES, LLC
2786 N DECATUR ROAD, DECATUR, GA 30033CRD# 6856306Firm CRD# 290887

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Robert Kirslis · DECATUR, GA
Registration
CRD #6856306 · M. KULYK & ASSOCIATES, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CHICORY WEALTH
Feb 2019 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 13, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
M. KULYK & ASSOCIATES, LLC
CRD 290887 · SEC 801-112089
AUM
$632M
Regulatory assets under management
Employees
18
1,854 client accounts
Services offered by M. KULYK & ASSOCIATES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at M. KULYK & ASSOCIATES, LLC →
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05

Frequently Asked Questions

What services does Daniel Robert Kirslis offer?
Daniel Robert Kirslis specializes in Financial Planning, Investment Management. Contact their office in DECATUR, Georgia for a consultation.
What are Daniel Robert Kirslis's credentials?
Daniel Robert Kirslis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Robert Kirslis located?
Daniel Robert Kirslis is based in DECATUR, Georgia, working with M. KULYK & ASSOCIATES, LLC. Their office serves clients in the DECATUR metropolitan area and surrounding communities.
How does Daniel Robert Kirslis charge for services?
Daniel Robert Kirslis'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 M. KULYK & ASSOCIATES, LLC?
M. KULYK & ASSOCIATES, LLC has approximately 18 employees and manages $632M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at M. KULYK & ASSOCIATES, LLC

Margaret Ann Kulyk
DECATUR, GA
Mary Barbara Shaltis
DECATUR, GA
CFP
Daniel Colin Mcnabb
DECATUR, GA
CFP
Jacob Edward Newcomer
DECATUR, GA
CFP

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Research
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