Cary Kortze (CRD# 2900544) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Newtown, CT and has over 24 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Steward Partners Investment Solutions, LLC | Newtown, CT | May 2022 - Current | 2 |
Steward Partners Global Advisory, LLC | Newtown, CT | Jul 2018 - Current | 5 |
Steward Partners Investment Advisory, LLC | Newtown, CT | Jul 2018 - Current | 5 |
Raymond James Financial Services, Inc. | Newtown, CT | Jul 2018 - May 2022 | 3 |
Wells Fargo Clearing Services, LLC | Danbury, CT | Nov 2016 - Jul 2018 | 1 |
Wells Fargo Advisors LLC | Danbury, CT | May 2009 - Nov 2016 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2000 |
S65 | NASAA Investment Advisors Law Examination | May 2000 |
- CT
-
Total Assets Under Management15,388MILLIONS
-
Total Number of Accounts30,287ACCOUNTS
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Average Account Value$508,088
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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