Keith Tucholski has been an investment adviser representative at Hamel Associates since March 2003, and is not listed among the firm’s executive officers or direct owners. Keith Tucholski holds a Bachelor of Arts in Economics from Bernard M. Baruch College, City University of New York.
Hamel Associates Inc is an Allentown, PA firm with $548M under management, 127 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Keith Tucholski is Director of Portfolio Management at Hamel Associates and a member of the firm's investment committee, where he is closely involved in selecting and monitoring investments in clients' accounts. He also assists clients with their financial planning needs. Before joining the firm he was a financial advisor with Morgan Stanley, earlier a consultant with Price Waterhouse's Personal Financial Group, and he spent three years with the CPA firm Dannible & McKee providing tax planning.
- Hamel Associates,inc.Current– present · 23 yearsChatham, NJ · Adviser representative · Firm CRD 107128
Professional designations
Listed by Hamel Associates
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Keith Tucholski is registered as an investment adviser representative in New Jersey, since March 2003.
- New JerseySince 20 March 2003
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 19 March 2003 |
| Series 31 | Futures Managed Funds Examination | 24 November 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 November 1995 |
| Series 7 | General Securities Representative Examination | 20 October 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Keith Michael Tucholski
- CRD
- 2662759
- Firm
- Hamel Associates · CRD 107128
- Office
- 24 WASHINGTON AVENUE, Chatham, NJ 07928
- Registration
- Investment adviser registration
- In the industry since
- March 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- hamelassociatesinc.com
Where does Keith Tucholski work?
Keith Tucholski is an investment adviser representative registered through Hamel Associates Inc since March 2003, and is not listed among the firm’s executive officers or direct owners.
Is Keith Tucholski a financial advisor?
Yes. Keith Tucholski has a current investment-adviser registration in New Jersey, through Hamel Associates since March 2003.
How many years of experience does Keith Tucholski have?
Keith Tucholski has 23 years in the financial industry, since March 2003, across 1 adviser firm.
What exams has Keith Tucholski passed?
Keith Tucholski has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 65. The earliest, the Series 7, was passed in October 1995.
Where is Keith Tucholski based?
Keith Tucholski’s registered office is in Chatham, NJ.
Is Keith Tucholski registered with FINRA?
No. Keith Tucholski has no current broker registration.
Is Keith Tucholski a CFP?
Hamel Associates lists Keith Tucholski with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Keith Tucholski’s record?
Search CRD 2662759 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Keith Tucholski’s full registration record.
