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Michael Theodore Kuczinski

Garden State Investment Advisory Services, LLC

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About Michael Theodore Kuczinski

Michael Theodore Kuczinski is a financial advisor with Garden State Investment Advisory Services, LLC. Michael has been in the financial services industry since 1993. Michael has experience with individuals, pension and profit-sharing plans, and high-net-worth individuals. Michael is also a Certified Financial Planner and a Chartered Financial Consultant.

Firm Information

Michael Kuczinski is currently registered with Garden State Investment Advisory Services, LLC. Garden State Investment Advisory Services, LLC, headquartered in Red Bank, NJ, is an investment advisory firm that provides financial planning, educational seminars, and portfolio management services for individuals, high-net-worth individuals, and pension plans. The firm manages approximately $445.6 million in assets for 1,904 clients. They also participate in wrap fee programs and offer selection of other advisers.
Garden State Investment Advisory Services, LLC

328 NEWMAN SPRINGS ROAD

RED BANK, NJ 07701

$445.63M

Assets Under Management

Not reported

Total Clients

32

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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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.

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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Michael Kuczinski’s Registration & Firm History

NJ

03/14/2018 - Present

Garden State Investment Advisory Services, LLC (MILLSTONE TWP NJ)

NJ

09/19/2015 - 03/05/2018

H. BECK, INC. (Millstone TWP NJ)

NJ

01/26/2010 - 09/22/2015

VOYA FINANCIAL ADVISORS, INC. (MILLSTONE TOWNSHIP NJ)

NJ

03/01/2007 - 01/28/2010

ROYAL ALLIANCE ASSOCIATES, INC. (MILLSTONE TOWNSHIP NJ)

NJ

01/27/2006 - 03/01/2007

UNITED SECURITIES ALLIANCE, INC. (MILLSTONE TOWNSHIP NJ)

CO

01/02/2004 - 01/30/2006

GENEOS WEALTH MANAGEMENT, INC. (DENVER CO)

CA

01/02/2001 - 01/23/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

MA

01/07/1998 - 12/31/2000

INVESTORS CAPITAL CORP. (LYNNFIELD MA)

NY

01/25/1993 - 01/21/1998

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/21/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/1996

Series 7 - General Securities Representative Examination

BC

Issued 01/21/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Michael Theodore Kuczinski. Review regulatory record here.
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