Timothy Joseph Kulick

Employer firm

Denver Pwm, LLC CRD 171139

$524M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → 08/2023
  Symphonic Financial Advisors Llc
  New York, NY
• 08/2009 → 08/2023
  Symphonic Securities Llc
  New York, NY
• 02/2007 → Present
  Mitchell Kulick & Company P.C.
  Centennial, CO
• 08/2023 → Present
  Vista Private Wealth Partners Llc
  Denver, CO

Previous Registrations

• 2009-09-17 → 2023-09-22
  Symphonic Financial Advisors Llc
  New York, NY
  Centennial, CO
• 2004-01-01 → 2009-09-18
  Cetera Advisors Llc
  Denver, CO
  Denver, CO
• 2002-09-12 → 2008-06-27
  American Zang Investment Council
  Denver, CO
• 2001-04-26 → 2004-01-01
  Ifg Advisory Services Inc
  Denver, CO

Other Businesses

1.KULICK AND ASSOCIATES DBA MITCHELL KULICK & COMPANY, P.C. , START 02/2007, 7400 E Arapahoe Rd Ste 120 Centennial, CO 80112, CPA FIRM, OWNER, CPA, 50HR/WK

Exams

• S66 Uniform Combined State Law Examination
  1999-01-30

Other Names

• Tim Kulick