Unclaimed Profile

Brian Lewis Cullinan

CULLINAN ASSOCIATES, INC.·LOUISVILLE, Kentucky

Series 7, Series 63Clean record36 years registeredCULLINAN ASSOCIATES, INC.

295 N. HUBBARDS LANE, LOUISVILLE, KY 40207CRD# 1157439Firm CRD# 108340

Profile Verification

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

Identity

Brian Lewis Cullinan · LOUISVILLE, KY

Registration

CRD #1157439 · CULLINAN ASSOCIATES, INC. · 36 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CULLINAN ASSOCIATES, INC.

CULLINAN ASSOCIATES, INC.

Jan 1990 – Dec 2023

Louisville, KY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · January 9, 1990

Years registered · 36

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CULLINAN ASSOCIATES, INC.

CRD 108340 · SEC 801-35801

AUM

$1.9B

Regulatory assets under management

Employees

943 client accounts

Services offered by CULLINAN ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CULLINAN ASSOCIATES, INC. →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOUISVILLE?

Browse all registered financial advisors in LOUISVILLE, Kentucky or claim this profile if it's yours.

Browse LOUISVILLE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Lewis Cullinan offer?

Brian Lewis Cullinan specializes in Investment Management, Wealth Management.

What are Brian Lewis Cullinan's credentials?

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

Where is Brian Lewis Cullinan located?

Brian Lewis Cullinan is based in LOUISVILLE, Kentucky, last registered with CULLINAN ASSOCIATES, INC..

How does Brian Lewis Cullinan charge for services?

Brian Lewis Cullinan'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 CULLINAN ASSOCIATES, INC.?

CULLINAN ASSOCIATES, INC. has approximately 18 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →