Unclaimed Profile

Steven Ira Kolinsky

KOLINSKY WEALTH MANAGEMENT, LLC·RAMSEY, New Jersey

SIE, Series 7, Series 24, Series 63, Series 65ChFC20 years registeredKOLINSKY WEALTH MANAGEMENT, LLC

500 N. FRANKLIN TURNPIKE, RAMSEY, NJ 07446CRD# 1090913Firm CRD# 153763

Profile Verification

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

Identity

Steven Ira Kolinsky · RAMSEY, NJ

Registration

CRD #1090913 · KOLINSKY WEALTH MANAGEMENT, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WORLD INVESTMENT ADVISORS, LLC

May 2025 – present

KOLINSKY WEALTH MANAGEMENT, LLC

Jun 2011 – Sep 2025

RAMSEY, NJ

KOLINSKY WEALTH MANAGEMENT, LLC

Jun 2010 – Nov 2010

WOODCLIFF LAKE, NJ

ROYAL ALLIANCE ASSOCIATES, INC.

Jun 2008 – Apr 2010

WOODCLIFF, NJ

NFP SECURITIES, INC.

Oct 2005 – Jun 2008

WOODCLIFF LAKE, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 4, 2005

Years registered · 20

Professional designation · ChFC

Disclosure History

2012Customer Dispute·Settled

2012Regulatory·Final

2011Regulatory·Final

2010Employment Separation After Allegations

2010Regulatory·Final

6 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Steven Ira Kolinsky offer?

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

What are Steven Ira Kolinsky's credentials?

Steven Ira Kolinsky holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Ira Kolinsky located?

Steven Ira 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 Steven Ira Kolinsky charge for services?

Steven Ira 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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