Daniel Kirslis has been Financial Advisor of M. Kulyk & Associates since July 2020, is not listed as a control person, but directly owns between 5% and 10% of the firm.
M. Kulyk & Associates, LLC is a firm with $840M under management, 549 clients and 12 advisers across 11 offices, as of its July 2026 filing.
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 January 2019 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Daniel Robert Kirslis
- CRD
- 6856306
- Firm
- M. Kulyk & Associates · CRD 290887
- Role
- Financial Advisor
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Kirslis work?
Daniel Kirslis has been Financial Advisor of M. Kulyk & Associates, LLC since July 2020.
Does Daniel Kirslis have a current investment-adviser registration?
Daniel Kirslis has no current investment-adviser or broker registration.
What exams has Daniel Kirslis passed?
Daniel Kirslis passed the Series 65 in January 2019.
Where was Daniel Kirslis previously registered as an investment adviser?
Daniel Kirslis has past investment-adviser registrations through Chicory Wealth, February 2019 to August 2026, across 1 firm.
Is Daniel Kirslis registered with FINRA?
No. Daniel Kirslis has no current broker registration.
How can I verify Daniel Kirslis’ record?
Search CRD 6856306 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Kirslis’ full registration record.
- James HadawayChief Compliance Officer
Max KulykCEO/Founder
Mary ShaltisOwner/Executive/Senior/Financial Planner
Jacob NewcomerFinancial Advisor
Daniel McNabbPortfolio Manager