Steven Kulesza has been Chief Business Development Officer of Dynamic Advisor Solutions since October 2022, is a control person of the firm and directly owns under 5% of it. Steven Kulesza holds a BA in Business and Organizational Communication from the University of Akron.
Dynamic Advisor Solutions LLC is a Phoenix, AZ firm with $5.64B under management, 5,634 clients and 65 advisers across 55 offices, as of its August 2026 filing.
Steven Kulesza is Chief Business Development Officer of Dynamic Advisor Solutions. He leads Dynamic's revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services such as Concierge. Prior to joining Dynamic, he led the development and operations for a Scottsdale, Ariz.-based RIA firm as Chief Operating Officer.
Steven Kulesza’s longest registration was 5 years at Charles Schwab & Co., Inc. (2008–2013). Before joining Dynamic Advisor Solutions in 2022, Steven Kulesza was registered through MSH Capital Advisors LLC and Charles Schwab & Co., Inc.
- MSH Capital Advisors LLC– · 2 yearsScottsdale, AZ · Adviser representative · Firm CRD 157835
- Charles Schwab & Co., Inc.– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
- Charles Schwab & Co., Inc.– · 5 yearsPhoenix, AZ · Adviser representative · Firm CRD 5393
Professional designations
Listed by Dynamic Advisor Solutions
- CFP®
Investment adviser representative registrations
Steven Kulesza is registered as an investment adviser representative in Arizona, since November 2022.
- ArizonaSince 28 November 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 24 September 2003 |
| Series 66 | Uniform Combined State Law Examination | 12 September 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Steven Philip Kulesza
- CRD
- 4677286
- Firm
- Dynamic Advisor Solutions · CRD 151367
- Role
- Chief Business Development Officer
- Office
- Cave Creek, AZ
- Registration
- Investment adviser registration
- In the industry since
- December 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynamicadvisorsolutions.com
Where does Steven Kulesza work?
Steven Kulesza has been Chief Business Development Officer of Dynamic Advisor Solutions LLC since October 2022, and is a control person of the firm.
Is Steven Kulesza a financial advisor?
Yes. Steven Kulesza has a current investment-adviser registration in Arizona, through Dynamic Advisor Solutions since November 2022.
How many years of experience does Steven Kulesza have?
Steven Kulesza has 22 years in the financial industry, since December 2003, across 3 adviser firms.
What exams has Steven Kulesza passed?
Steven Kulesza has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in September 2003. FINRA credited Steven Kulesza with the SIE, which began in October 2018.
Where did Steven Kulesza work before Dynamic Advisor Solutions?
Before Dynamic Advisor Solutions, Steven Kulesza was registered through MSH Capital Advisors LLC, October 2019 to October 2022; Charles Schwab & Co., Inc., October 2015 to October 2019; Charles Schwab & Co., Inc., March 2008 to July 2013.
Where is Steven Kulesza based?
Steven Kulesza’s registered office is in Cave Creek, AZ.
Is Steven Kulesza registered with FINRA?
No. Steven Kulesza has no current broker registration.
Is Steven Kulesza a CFP?
Dynamic Advisor Solutions lists Steven Kulesza with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Steven Kulesza, CFP® biography, dynamicadvisorsolutions.com
How can I verify Steven Kulesza’s record?
Search CRD 4677286 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Kulesza’s full registration record.
