Bryan Kotlarz, financial advisor Hartford CT
92 score

Bryan Kotlarz

CRD 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.

Similar Advisors
James Thibault, financial advisor Hartford CT
James A. Thibault
CRD# 4837211
Barron Financial Group, LLP
Score
105
Similar Advisors
Timothy Baker, financial advisor Hartford CT
Timothy J. Baker
CRD# 5030137
Wealthshape LLC
Score
103
Similar Advisors
Carrie Kulig, financial advisor Hartford CT
Carrie N. Kulig
CRD# 2871845
Garrett Investment Advisors, LLC
Score
103
Professional Designations
Company Name Location Dates Years
Td Private Client Wealth LLC Hartford, CT Sep 2015 - Current 1
Td Bank, N.a. Hartford, CT Sep 2015 - Current 1
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
Contact Info for Bryan J. Kotlarz
Phone Number: 212-897-2399
Firm Website: http://www.tdbank.com
Registered State(s):
  • CT
  • FL
  • ME
  • MA
  • NH
  • RI
  • VT
By the Numbers
  • Total Assets Under Management
    1,061
    MILLIONS
  • Total Number of Accounts
    1,318
    ACCOUNTS
  • Average Account Value
    $804,695
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Bryan Kotlarz and other advisors.
BADGES
92
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.