Unclaimed Profile

Margaret Ann Kulyk

M. KULYK & ASSOCIATES, LLC·DECATUR, Georgia

SIE, Series 7, Series 66Clean record23 years registeredM. KULYK & ASSOCIATES, LLC

2786 N DECATUR ROAD, DECATUR, GA 30033CRD# 4527484Firm CRD# 290887

Profile Verification

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

Identity

Margaret Ann Kulyk · DECATUR, GA

Registration

CRD #4527484 · M. KULYK & ASSOCIATES, LLC · 23 years registered

Brand Profile

Not yet started

Career History

CHICORY WEALTH

Jan 2018 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Feb 2003 – Jan 2018

San Francisco, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 28, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

M. KULYK & ASSOCIATES, LLC

CRD 290887 · SEC 801-112089

AUM

$632M

Regulatory assets under management

Employees

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 →

Introduction

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Frequently Asked Questions

What services does Margaret Ann Kulyk offer?

Margaret Ann Kulyk specializes in Financial Planning, Investment Management. Contact their office in DECATUR, Georgia for a consultation.

What are Margaret Ann Kulyk's credentials?

Margaret Ann Kulyk is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Margaret Ann Kulyk located?

Margaret Ann Kulyk 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 Margaret Ann Kulyk charge for services?

Margaret Ann Kulyk'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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