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Steven Philip Kulesza

Investment Adviser Representative at DYNAMIC

Cave Creek, AZCRD #4677286Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
23 yrs
States Registered
1 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/12/2003
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/24/2003

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Source

Dynamic Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DYNAMICCurrent
11/28/2022Cave Creek, AZ
MSH CAPITAL ADVISORS LLC
10/23/201910/18/2022Scottsdale, AZ
CHARLES SCHWAB & CO., INC.
10/12/201510/9/2019Phoenix, AZ
CHARLES SCHWAB & CO., INC.
3/25/20087/16/2013Phoenix, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at DYNAMIC

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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. Steven Philip Kulesza 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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Steven Philip Kulesza - Financial Advisor in Cave Creek, AZ | AdvisorFinder