Michael J Kulinski
Investment adviser representative at Quartz Partners Investment Management
12 yearsExperience
1 stateRegistered in
$611.9MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Quartz Partners Investment ManagementApr 2026 to now
- Etico Partners LLCApr 2026 to now
- Quartz Partners LLCApr 2026 to now
- Cetera Investment Advisers LLCOct 2021 to Apr 2026
- Cetera Investment Services LLCOct 2021 to Apr 2026
- First ProtectiveJul 2019 to Sep 2021
- Proequities, Inc.Jul 2019 to Sep 2021
- Park Avenue SecuritiesOct 2018 to Jun 2019
- Guardian Life Insurance Co of AmericaJun 2018 to Jun 2019
- Allstate Distributors LLCMar 2018 to Jun 2018
- Allstate Insurance CompanyMar 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Quartz Partners Investment Management
Legal name: Quartz Partners, LLC
$611.9MAssets managed
772Clients
28Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3203553
- Firm CRD
- 174327