Andrew Kulinski
Investment Adviser Representative at Wells Fargo Investment Institute, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Kulinski is an investment adviser representative with Wells Fargo Investment Institute, Inc. in Charlotte, NC, where they have been registered since 2025. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Wells Fargo Securities, LLC and ALLY Invest Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in North Carolina.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Vanguard Group, Inc.Aug 2020 – Apr 2021Charlotte, NC
- Wells Fargo Bank N.A.Sep 2018 – Sep 2019Charlotte, NC
- Bankers Life & CasualtyMar 2018 – Jun 2018Charlotte, NC
- Quail Hollow ClubMay 2017 – Sep 2019Charlotte, NC
- Carolina Rent a CarSep 2016 – Dec 2016Charlotte, NC
- Duckworth's Bar and GrillNov 2019 – Mar 2020Charlotte, NC
- Ghengis GrillOct 2019 – Dec 2019Charlotte, NC
- UnemployedAug 2016 – Dec 2017Charlotte, NC
- The Vanguard Group, Inc.Mar 2020 – Aug 2020Charlotte, NC
- Ally Invest Securities, LLCMay 2021 – Jan 2022Charlotte, NC
- Wells Fargo Bank, N. A.Sep 2022 – May 2025Charlotte, NC
- Wells Fargo Securities, LLCFeb 2024 – May 2025Charlotte, NC
- UnemployedDec 2017 – Mar 2018Charlotte, NC
- Signature ConsultantsMar 2022 – Sep 2022Charlotte, NC
- Wells Fargo Investment Institute, Inc.May 2025 – no end date reportedCharlotte, NC
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wells Fargo Investment Institute, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 51
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Charlotte, NC
- SEC file number:
- 801-64191
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 23, 2026
View full firm profileOther advisors at Wells Fargo Investment Institute, Inc.
Showing 12 of 51 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Kulinski has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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