Michael J Kulinski

Employer firm

Quartz Partners Investment Management CRD 174327

$612M regulatory AUM 772 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• OUTSOURCED CIO RESEARCH & SECURITY RECOMMENDATION

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

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

Current Employers

Employment History

• 03/2014 → 03/2018
  Allstate Insurance Co
  Wall Township, NJ
• 03/2018 → 06/2018
  Allstate Distributors Llc
  Northbrook, IL
• 03/2018 → 04/2018
  Allstate Insurance Company
  Northbrook, IL
• 06/2018 → 06/2019
  Guardian Life Insurance Co Of America
  New York, NY
• 10/2018 → 06/2019
  Park Avenue Securities
  New York, NY
• 07/2019 → 09/2021
  Proequities, Inc.
  Marlton, NJ
• 07/2019 → 09/2021
  First Protective
  Marlton, NJ
• 10/2021 → 04/2026
  Cetera Investment Services Llc
  St Cloud, MN
• 10/2021 → 04/2026
  Cetera Investment Advisers Llc
  Philadelphia, PA
• 04/2026 → Present
  Etico Partners Llc
  Saratoga Springs, NY
• 04/2026 → Present
  Quartz Partners Llc
  Saratoga Springs, NY

Previous Registrations

• 2021-10-25 → 2026-04-22
  Cetera Investment Advisers Llc
  Bala Cynwyd, PA
  Philadelphia, PA
• 2006-06-07 → 2011-03-04
  Msi Financial Services, Inc.
  Marlton, NJ
  Cranford, NJ
  Marlton, NJ
  Marlton, NJ
  Baltimore, MD
  Cranford, NJ
  Cranford, NJ
  Moorestown, NJ
  Moorestown, NJ
• 2005-11-11 → 2006-04-17
  Voya Financial Partners, Llc
  Marlton, NJ
  Marlton, NJ
  Conshohocken, PA
  Conshohocken, PA
  Windsor, CT
• 2003-02-06 → 2005-11-02
  Valic Financial Advisors, Inc.
  Cherry Hill, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-22
• S63 Uniform Securities Agent State Law Examination
  1999-04-08

Other Names

• Mike Kulinski
• Michael Joseph Kulinski
• Michael J Kulinski
• Michael Kulinski