Daniel McNabb has been Portfolio Manager of M. Kulyk & Associates since July 2020, is not listed as a control person, but directly owns between 5% and 10% of the firm. Daniel McNabb holds a BBA in Accounting from the University of Georgia.
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.
Daniel McNabb is Portfolio Manager, Partner of Chicory Wealth. He has worked with this team since 2014, and his primary roles are portfolio management, shareholder engagement and socially responsible investing (SRI) research. He works with other investors, non-profits and activist groups to identify and address environmental and social risks, and became a licensed Investment Advisor Representative in 2015.
Daniel McNabb’s longest registration is the current one, 8 years at M. Kulyk & Associates since 2018. Before joining M. Kulyk & Associates in 2018, Daniel McNabb was registered through Ameriprise Financial Services, Inc.
- Ameriprise Financial Services, Inc.– · 2 yearsDecatur, GA · Adviser representative · Firm CRD 6363
Professional designations
Listed by M. Kulyk & Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel McNabb is registered as an investment adviser representative in Georgia, since January 2018.
- GeorgiaSince 30 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 May 2015 |
| Series 7 | General Securities Representative Examination | 27 January 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Daniel Colin McNabb
- CRD
- 6320759
- Firm
- M. Kulyk & Associates · CRD 290887
- Role
- Portfolio Manager
- Office
- Decatur, GA
- Registration
- Investment adviser registration
- In the industry since
- January 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chicorywealth.com
Where does Daniel McNabb work?
Daniel McNabb has been Portfolio Manager of M. Kulyk & Associates, LLC since July 2020.
Is Daniel McNabb a financial advisor?
Yes. Daniel McNabb has a current investment-adviser registration in Georgia, through M. Kulyk & Associates since January 2018.
How many years of experience does Daniel McNabb have?
Daniel McNabb has 11 years in the financial industry, since January 2015, across 2 adviser firms.
What exams has Daniel McNabb passed?
Daniel McNabb has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2015. FINRA credited Daniel McNabb with the SIE, which began in October 2018.
Where is Daniel McNabb based?
Daniel McNabb’s registered office is in Decatur, GA.
Is Daniel McNabb registered with FINRA?
No. Daniel McNabb has no current broker registration.
Is Daniel McNabb a CFP?
M. Kulyk & Associates lists Daniel McNabb with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel McNabb’s record?
Search CRD 6320759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel McNabb’s full registration record.
- James HadawayChief Compliance Officer
Max KulykCEO/Founder
Mary ShaltisOwner/Executive/Senior/Financial Planner
Jacob NewcomerFinancial Advisor- Daniel KirslisFinancial Advisor