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Dennis Koleda

Family Management Corp.

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About Dennis Koleda

Dennis Koleda is a registered investment advisor representative with Family Management Corp. located in New York, NY. Dennis holds Series 7TO, Series 66 and SIE licenses. Dennis specializes in portfolio management for individuals and pooled investment vehicles, as well as financial planning and selection of other advisors. Dennis has been in the securities industry for over 2 years. Prior to joining Family Management Corp., Dennis worked at Janney Montgomery Scott LLC and Britelife Recovery.

Firm Information

Dennis Koleda is currently registered with Family Management Corp.. Family Management Corp. is an investment advisor headquartered in New York, NY. They manage approximately $3.61 billion in assets, primarily for high-net-worth individuals, insurance companies, and charitable organizations. They provide a range of advisory services, including financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. They also serve as the general partner to investment funds that are exempt from registration under the Investment Advisers Act of 1940. The firm has 4 licensed agents and 10 investment advisor representatives.
Family Management Corp.

155 E. 44TH STREET

NEW YORK, NY 10017

$3.61B

Assets Under Management

Not reported

Total Clients

8

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.

Serves as general partner to investment funds that are exempt from registration under the investment advisers act 1940.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Koleda’s Registration & Firm History

NY

11/05/2024 - Present

Family Management Corp. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 03/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/18/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/10/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Dennis Koleda.
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