Kay Schweitzer, financial advisor Melbourne FL
93 score

Kay Schweitzer

CRD Number: 3089276
Current Firm: Nbc Securities, Inc.

Kay Schweitzer (CRD# 3089276) is an Investment Advisor Representative working at Nbc Securities, Inc. in Melbourne, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Nbc Securities, Inc. Melbourne, FL Aug 2013 - Current 3
Semi-retired Melbourne, FL Jul 2007 - Aug 2013 6
Ameriprise Financial Services Viera, FL Dec 2010 - Dec 2012 2
H&r Block Inc. Melbourne, FL Sep 2010 - Dec 2012 2
H&r Block Inc. Melbourne, FL Dec 2009 - Apr 2010 < 1
Tjx Companies - Marshall's Melbourne, FL Nov 2008 - Dec 2009 1
Raymond James Financial Services, Inc. Stuart, FL Oct 2007 - Dec 2008 1
Colonial Asset Management, Inc. Melbourne, FL Feb 2004 - Jul 2007 3
Colonial Brokerage, Inc. Montgomery, AL Mar 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Kay A. Schweitzer
Phone Number: 800-521-9390
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    992
    MILLIONS
  • Total Number of Accounts
    3,202
    ACCOUNTS
  • Average Account Value
    $309,806
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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