Cheryl Kotlarz, financial advisor Birmingham MI

Cheryl Kotlarz

CRD Number: 2166687
Current Firm: Seizert Capital Partners

Cheryl Kotlarz (CRD# 2166687) is an Investment Advisor Representative working at Seizert Capital Partners in Birmingham, MI and has over 10 years of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Seizert Capital Partners Birmingham, MI Apr 2011 - Current 9
Sigma Investment Counselors Southfield, MI May 1997 - Apr 2011 13
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2010
Contact Info for Cheryl A. Kotlarz
Phone Number: 248-593-1500
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    2,140
    MILLIONS
  • Total Number of Accounts
    359
    ACCOUNTS
  • Average Account Value
    $5,960,130
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MI, MO, NJ, NY, OH, PA, TX, VA

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