AdFi
MJ

Michael J Kulinski

Investment Adviser Representative at QUARTZ PARTNERS INVESTMENT MANAGEMENT

Marlton, NJCRD #3203553Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
2 states
Exams Passed
9

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
New JerseyPennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/22/2021
Series 63
Uniform Securities Agent State Law Examination
Passed 4/8/1999
Series 24
General Securities Principal Examination
Passed 5/3/2022
Series 51
Municipal Fund Securities Principal Examination
Passed 8/4/2014
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 3/22/2012
Series 52TO
Municipal Securities Representative Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 6/8/2018
Series 7
General Securities Representative Examination
Passed 1/19/2006
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/3/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Active Strategies - $0 to $499,999.990.75%
Active Strategies - $500,000 to $2,999,999.990.60%
Active Strategies - $3,000,000 and above0.50%
Passive Strategies - $0 to $499,999.990.48%
Passive Strategies - $500,000 to $2,999,999.990.40%
Passive Strategies - $3,000,000 and above0.35%
Account minimum: $10,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

QUARTZ PARTNERS INVESTMENT MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ETICO PARTNERS, LLCCurrent
4/30/2026 – SARATOGA SPRINGS, NY
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
7/3/2019 – 10/25/2021BIRMINGHAM, AL
METLIFE SECURITIES INC.
5/5/2006 – 3/4/2011WAYNE, PA
METROPOLITAN LIFE INSURANCE COMPANY
5/5/2006 – 7/9/2007MOORESTOWN, NJ
VALIC FINANCIAL ADVISORS, INC.
4/6/1999 – 11/2/2005HOUSTON, TX
THE VARIABLE ANNUITY MARKETING COMPANY
4/6/1999 – 12/31/2001HOUSTON, TX
ALLSTATE FINANCIAL SERVICES, LLC
4/11/2014 – 4/13/2018WALL TOWNSHIP, NJ
ALLSTATE DISTRIBUTORS, L.L.C.
3/9/2018 – 6/8/2018NORTHBROOK, IL
W&S BROKERAGE SERVICES, INC.
3/17/2011 – 8/31/2011BALA CYNWYD, PA
FARMERS FINANCIAL SOLUTIONS, LLC
12/6/2011 – 10/16/2012CHERRY HILL, NJ
ING FINANCIAL ADVISERS, LLC
11/11/2005 – 4/17/2006WINDSOR, CT
PARK AVENUE SECURITIES LLC
10/30/2018 – 7/1/2019NEW YORK, NY
NATIONWIDE INVESTMENT SERVICES CORPORATION
10/17/2012 – 1/2/2014COLUMBUS, OH
CETERA INVESTMENT SERVICES LLC
10/1/2021 – 4/22/2026BALA CYNWYD, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael J 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.