Thomas Kotick, financial advisor Copley OH

Thomas Kotick

CRD Number: 7475698
Current Firm: Signal Tree Financial Partners LLC

Thomas Kotick (CRD# 7475698) is an Investment Advisor Representative working at Signal Tree Financial Partners LLC in Copley, OH and has 1 year of experience in the finance industry. Thomas Kotick 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
Signal Tree Financial Partners LLC Akron, OH Dec 2021 - Current < 1
Bdo Usa LLP Akron, OH Jan 2015 - Nov 2021 6
Ss&g Inc. Akron, OH Jun 2007 - Dec 2014 7

Thomas Kotick has no recent exams reported.
Contact Info for Thomas A. Kotick
Phone Number: (330) 590-5937
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    18
    MILLIONS
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $281,250
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OH

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