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Krzysztof Kolba

Private Advisor Group, LLC

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About Krzysztof Kolba

Krzysztof Kolba is a financial advisor at Private Advisor Group, LLC. Krzysztof has over 20 years of experience in the financial services industry and is a Certified Financial Planner. Krzysztof's practice focuses on providing financial planning and investment management services to individuals, families, and businesses. He is committed to helping his clients achieve their financial goals. Krzysztof is registered with the state of New York. Krzysztof has also worked for a number of other financial institutions, including Ameritas Investment Corp., Ameriprise Financial Services, Inc., and UBS PaineWebber Inc.

Firm Information

Krzysztof Kolba is currently registered with Private Advisor Group, LLC. Private Advisor Group, LLC is a financial advisory firm headquartered in Morristown, New Jersey. The firm manages over $35 billion in assets for individuals, families, businesses, charitable organizations, pension plans, and insurance companies. They offer a wide range of financial planning and investment management services, including portfolio management, retirement planning, college savings planning, and estate planning. Private Advisor Group has a team of over 700 licensed financial advisors and investment professionals.
Private Advisor Group, LLC

305 MADISON AVENUE

MORRISTOWN, NJ 07960

$35.29B

Assets Under Management

1,120

Total Clients

647

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitation/referral

Solicitation/referral

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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other

Solicitor/referral fees

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Krzysztof Kolba’s Registration & Firm History

NJ

06/01/2021 - Present

Private Advisor Group, LLC (MORRISTOWN NJ)

NY

12/19/2011 - 05/26/2016

AMERITAS INVESTMENT CORP. (NEW YORK NY)

NY

10/10/2008 - 12/20/2011

AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)

NY

10/31/2008 - 10/20/2011

SECURITIES AMERICA, INC. (NEW YORK NY)

NY

03/07/2001 - 10/15/2008

CHASE INVESTMENT SERVICES CORP. (REGO PARK NY)

NJ

02/07/2001 - 03/21/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

NY

03/22/2000 - 01/19/2001

NYLIFE SECURITIES INC. (NEW YORK NY)

NY

08/01/1994 - 11/29/1999

AXA ADVISORS, LLC (NEW YORK NY)

NY

08/01/1994 - 11/29/1999

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

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Licenses & Designations

IA

Issued 07/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/08/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/06/2001

Series 7 - General Securities Representative Examination

BC

Issued 07/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Krzysztof Kolba.
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