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Andrew Kulinski
3 Years of Experience
2 Disclosures
Andrew Kulinski is a registered investment advisor at Wells Fargo Investment Institute, INC., based in Charlotte, NC, with 3 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 14,594 clients with $41B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
56 advisors
IM Fee
Planning only
Assets Under Management
$40.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
550 S Tryon St, Charlotte, NC, 28202
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Regulatory History (2)
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Financial
June 2020Final
Financial
March 2020Final
Employment History
Current Registrations
Wells Fargo Investment Institute, INC.
May 2025 - Present · 11 mos
Previous Registrations
Wells Fargo Securities, LLCBroker
June 2024 - May 2025 · 11 mos
Ally Invest Securities LLCBroker
May 2021 - May 2022 · 1 yr
Vanguard Marketing CorporationBroker
August 2020 - April 2021 · 8 mos
State Registrations1 state
NC
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.