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Ryan C Kulik

Brookfield Oaktree Wealth Solutions LLC

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About Ryan C Kulik

Ryan Kulik is a financial advisor with Brookfield Oaktree Wealth Solutions LLC. Ryan has over 16 years of experience in the financial services industry. Ryan has a strong background in investment banking and wealth management. Ryan is registered to provide securities services in 18 states and the District of Columbia. Ryan is committed to providing clients with personalized financial advice and strategies that are tailored to their individual needs.

Firm Information

Ryan Kulik is currently registered with Brookfield Oaktree Wealth Solutions LLC. Brookfield Oaktree Wealth Solutions LLC is a Limited Liability Company formed on February 4, 2021. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

9

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.

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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Ryan Kulik’s Registration & Firm History

NY

12/22/2021 - Present

Brookfield Oaktree Wealth Solutions LLC (New York NY)

NY

11/20/2017 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

NY

09/15/2016 - 11/21/2017

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

NY

09/08/2014 - 09/15/2016

MORGAN STANLEY & CO. LLC (NEW YORK NY)

PA

07/26/2011 - 09/22/2014

MORGAN STANLEY DISTRIBUTION, INC. (WEST CONSHOHOCKEN PA)

NY

06/02/2010 - 07/06/2011

INVESCO DISTRIBUTORS, INC. (NEW YORK NY)

NY

06/22/2009 - 06/08/2010

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

06/01/2009 - 06/19/2009

MORGAN STANLEY SMITH BARNEY (PURCHASE NY)

NY

04/02/2007 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)

NY

07/11/2006 - 04/02/2007

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/31/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/02/2009

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/10/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan C Kulik.
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