Eric James Benzel-ward
Investment adviser representative at Chicory Wealth
11 yearsExperience
1 stateRegistered in
$840.4MFirm assets
8 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
Experience
11 years in the industry.
- Chicory WealthJan 2026 to now
- Chicory WealthApr 2025 to Dec 2025
- Dsst Public SchoolsJul 2022 to Mar 2025
- Dsst Public SchoolsJun 2021 to Jun 2022
- Dsst Public SchoolsAug 2020 to May 2021
- Unbounded Learning, IncJul 2020 to Feb 2021
- Relay Graduate School of EducationJul 2019 to May 2021
- Relay Graduate School of EducationJul 2018 to Jun 2019
- Relay Graduate School of EducationAug 2016 to Jun 2018
- Dsst Public SchoolsAug 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
Chicory Wealth
Legal name: M. Kulyk & Associates, LLC
$840.4MAssets managed
549Clients
16Advisers
8 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
- 8073614
- Firm CRD
- 290887