Cort Haber, financial advisor Atlanta GA

Cort Haber

CRD Number: 4930361
Current Firm: New Republic Partners

Cort Haber (CRD# 4930361) is an Investment Advisor Representative working at New Republic Partners in Atlanta, GA and has over 18 years of experience in the finance industry. Cort Haber has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
New Republic Capital, LLC Charlotte, NC Nov 2022 - Current 1
Haber Investment Counsel, LLC Atlanta, GA Oct 2019 - Nov 2022 3
Tru Independence Asset Management, LLC Portland, OR Jun 2018 - Oct 2019 1
Berman Capital Advisors, LLC Atlanta, GA Jan 2017 - Oct 2018 1
Ubs Financial Services Inc. Atlanta, GA Sep 2014 - Nov 2016 2
J.p. Morgan Securities LLC Atlanta, GA May 2011 - Sep 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Cort A. Haber
Phone Number: 704-626-1526
Registered State(s):
  • FL
  • GA
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    1,625
    MILLIONS
  • Total Number of Accounts
    486
    ACCOUNTS
  • Average Account Value
    $3,343,661
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CO, FL, GA, MI, NC, SC, TN, TX, VA

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