Investment adviser representative · Moneco Advisors
Keith J. Kolinsky
CRD 727215 · Harrison, NY
At a glance
Keith J. Kolinsky is an investment adviser representative with Moneco Advisors in Harrison, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Keith’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Consultant.
Current advisory firm
- Moneco AdvisorsSince April 2026Harrison, NY · $2.3B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Keith’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.