Steven Ira Kolinsky

Current Employers

Employment History

• 06/2010 → 09/2025
  Kolinsky Wealth Manangement Llc
  Woodcliff Lake, NJ
• 04/2013 → 01/2020
  American Portfolios Financial Services, Inc.
  Holbrook, NY
• 01/2020 → 03/2025
  The Strategic Financial Alliance, Inc,
  Atlanta, GA
• 04/2025 → Present
  World Investments, Llc
  Lincroft, NJ
• 04/2025 → Present
  World Investment Advisors, Llc
  Santa Barbara, CA

Previous Registrations

• 2011-06-16 → 2025-09-18
  Kolinsky Wealth Management, Llc
  Ramsey, NJ
• 2010-06-29 → 2010-11-30
  Kolinsky Wealth Management, Llc
  Ramsey, NJ
• 2008-06-02 → 2010-04-29
  Osaic Wealth, Inc.
  Ellington, CT
  Florida, NY
  Woodcliff, NJ
• 2005-10-04 → 2008-06-03
  Kestra Investment Services, Llc
  Woodcliff Lake, NJ

Other Businesses

1. KWM TPA Services; Non-Investment Related; 500 North Franklin Turnpike, Suite 104 Ramsey, NJ 07446; TPA Pension Services; Owner; 1/1/2018; 5 hours per month; 0 hours during trading hours; Pension plan administration - plan servicing, 5500 reports and statement management reports. 2. Non-Variable Insurance; Invesment Related; 500 North Franklin Turnpike, Suite 104 Ramsey, NJ 07446; Non-Variable Insurance and Annuities; 4/1/2025; 2 hours per month; 2 hours during trading hours; Sales and Service of Non-Variable Insurance and Annuities;

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-03
• S63 Uniform Securities Agent State Law Examination
  1993-04-02

Designations

Other Names

• Steven Ira Kolinsky
• Steven Kolinsky