Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Rolek Wealth Management LLC 1 year, 1 month Sep 2016 - Present
Arete Wealth Management LLC 1 month Mar 2016 - Apr 2016
Rolek Advisory LLC 1 year, 9 months Jul 2015 - Apr 2017
Access Advisors, LLC 4 months Mar 2015 - Jul 2015
Access Advisors, LLC 2 years, 10 months Dec 2014 - Present
Purshe Kaplan Sterling Investments 5 months Oct 2014 - Mar 2015
Mcadam LLC 5 months Oct 2014 - Mar 2015
Mcadam Financial Group 2 years, 9 months Jan 2012 - Oct 2014
Ing Financial Partners, Inc. 5 years, 3 months Jul 2009 - Oct 2014
Keystone Trading Group 7 months Nov 2008 - Jun 2009
Full Time Student 2 months Sep 2008 - Nov 2008
Valley Wide Property Management 4 months May 2008 - Sep 2008
Full Time Student 4 months Jan 2008 - May 2008
Philadelphia Phillies 1 month Dec 2007 - Jan 2008
Full Time Student 4 months Aug 2007 - Dec 2007
Are You
Kyle J Rolek?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Kyle Rolek

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 2, 2017
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 2, 2017
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Access Advisors, LLC

Last updated on July 2, 2015
    • N/A
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • N/A
      Accounts
    • N/A
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
Other Advisors in Your Area
  • Martin "Marty" Leclerc
    Barrack Yard Advisors, LLC
    Washington, DC
    View Profile
  • Curt Sheldon, CFP®, EA, AIF®
    C.L. Sheldon & Company, LLC
    Alexandria, VA
    View Profile
  • Courtenay Shipley
    Retirement Planology, Inc.
    Nashville, TN
    View Profile
  • George Cabalu
    Wells Fargo Advisors, LLC
    McLean, VA
    View Profile
  • Martin A. Smith, CRPC®, AIFA®
    Wealthcare Financial Group, Inc.
    Bethesda, Maryland
    View Profile
  • Joseph F. DeNoyior
    Global Retirement Partners LLC
    McLean, VA
    View Profile