Max Kulyk has been CEO/Founder of M. Kulyk & Associates since October 2017, is a control person of the firm and directly owns under 5% of it. Max Kulyk holds a BA in political philosophy from West Chester State University. Max Kulyk studied MDiv at Candler School of Theology, Emory University.
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.
Max Kulyk is Founder, CEO, Partner of Chicory Wealth. He started in the financial industry in 2002 and opened Maggie Kulyk and Associates soon after. In 2018 that business became Chicory Wealth, a financial life planning and sustainable wealth management firm. He is the author of Integrating Money and Meaning: Practices for a Heart-Centered Life.
Max Kulyk’s longest registration was 14 years at Ameriprise Financial Services, Inc. (2003–2018). Before joining M. Kulyk & Associates in 2018, Max Kulyk was registered through Ameriprise Financial Services, Inc.
- Ameriprise Financial Services, Inc.– · 14 yearsSan Francisco, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by M. Kulyk & Associates
- Chartered Retirement Planning Counselor℠ (CRPC®)
- Chartered SRI Counselor™
Investment adviser representative registrations
Max Kulyk is registered as an investment adviser representative in 3 states. The first approvals date from January 2018; the most recent is Texas, in November 2018.
- GeorgiaSince 29 January 2018
- TexasSince 16 November 2018
- WashingtonSince 16 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 29 May 2002 |
| Series 7 | General Securities Representative Examination | 23 May 2002 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Max Farley Kulyk
- CRD
- 4527484
- Firm
- M. Kulyk & Associates · CRD 290887
- Role
- CEO/Founder
- Office
- Decatur, GA
- Registration
- Investment adviser registration
- In the industry since
- May 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- chicorywealth.com
Where does Max Kulyk work?
Max Kulyk has been CEO/Founder of M. Kulyk & Associates, LLC since October 2017, and is a control person of the firm.
Is Max Kulyk a financial advisor?
Yes. Max Kulyk has a current investment-adviser registration in Georgia, Texas and Washington, through M. Kulyk & Associates since January 2018.
How many years of experience does Max Kulyk have?
Max Kulyk has 24 years in the financial industry, since May 2002, across 2 adviser firms.
What exams has Max Kulyk passed?
Max Kulyk has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2002. FINRA credited Max Kulyk with the SIE, which began in October 2018.
Where did Max Kulyk work before M. Kulyk & Associates?
Before M. Kulyk & Associates, Max Kulyk was registered through Ameriprise Financial Services, Inc., February 2003 to January 2018.
Where is Max Kulyk based?
Max Kulyk’s registered office is in Decatur, GA.
Is Max Kulyk registered with FINRA?
No. Max Kulyk has no current broker registration.
How can I verify Max Kulyk’s record?
Search CRD 4527484 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Max Kulyk’s full registration record.
- James HadawayChief Compliance Officer
Mary ShaltisOwner/Executive/Senior/Financial Planner
Jacob NewcomerFinancial Advisor
Daniel McNabbPortfolio Manager- Daniel KirslisFinancial Advisor