Bryan KotlarzCRD Number: 6231937
Current Firm: Td Private Client Wealth LLC
Bryan Kotlarz (CRD# 6231937) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Hartford, CT and has over 3 years of experience in the finance industry. Bryan Kotlarz 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.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Td Private Client Wealth LLC||Hartford, CT||Sep 2015 - Current||2|
|Td Bank, N.a.||Hartford, CT||Sep 2015 - Current||2|
|Td Private Client Wealth LLC||Wilton, CT||Nov 2014 - Sep 2015||< 1|
|Td Bank, N.a.||Wilton, CT||Nov 2014 - Sep 2015||< 1|
|Td Private Client Wealth LLC||Greenwich, CT||Mar 2014 - Nov 2014||< 1|
|Td Bank, N.a.||Greenwich, CT||Mar 2014 - Nov 2014||< 1|
|T.d. Bank N.a.||Wilton, CT||Jul 2013 - Mar 2014||< 1|
|Td Private Client Wealth LLC||Wilton, CT||Jul 2013 - Mar 2014||< 1|
|T.d. Bank N.a.||Plantsville, CT||Apr 2011 - Jun 2013||2|
|Applebee's||Wallingford, CT||May 2011 - May 2012||1|
|Applebee's||Mansfield, CT||Sep 2007 - Apr 2011||3|
|University Of Connecticut||Storrs, CT||Aug 2006 - Dec 2010||4|
|Friendly's||North Haven, CT||Mar 2007 - Aug 2007||< 1|
|Lymann Orchards Golf||Middlefield, CT||May 2005 - Aug 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management1,061MILLIONS
Total Number of Accounts1,318ACCOUNTS
Average Account Value$804,695
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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