Unclaimed Profile

Chad Kolinsky

KOLINSKY WEALTH MANAGEMENT, LLC·RAMSEY, New Jersey

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFAClean record8 years registeredKOLINSKY WEALTH MANAGEMENT, LLC

500 N. FRANKLIN TURNPIKE, RAMSEY, NJ 07446CRD# 6414638Firm CRD# 153763

Profile Verification

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

Identity

Chad Kolinsky · RAMSEY, NJ

Registration

CRD #6414638 · KOLINSKY WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

Apr 2025 – present

WORLD INVESTMENTS, LLC

Apr 2025 – present

KOLINSKY WEALTH MANAGEMENT, LLC

Aug 2017 – Sep 2025

RAMSEY, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · August 22, 2017

Years registered · 8

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KOLINSKY WEALTH MANAGEMENT, LLC

CRD 153763 · SEC 801-71410

AUM

$401M

Regulatory assets under management

Employees

1,298 client accounts

Services offered by KOLINSKY WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KOLINSKY WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Chad Kolinsky offer?

Chad Kolinsky specializes in Financial Planning, Investment Management. Contact their office in RAMSEY, New Jersey for a consultation.

What are Chad Kolinsky's credentials?

Chad Kolinsky holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Chad Kolinsky located?

Chad Kolinsky is based in RAMSEY, New Jersey, working with KOLINSKY WEALTH MANAGEMENT, LLC. Their office serves clients in the RAMSEY metropolitan area and surrounding communities.

How does Chad Kolinsky charge for services?

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

How large is KOLINSKY WEALTH MANAGEMENT, LLC?

KOLINSKY WEALTH MANAGEMENT, LLC has approximately 11 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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