Maury FertigCRD Number: 1406667
Current Firm: Relative Value Partners, LLC
Compensation Model: Fee Only
Ellis Wealth Advisors, LLC
Waddell & Reed
|Relative Value Partners Group, LLC||Northbrook, IL||Jul 2015 - Current||2|
|Relative Value Partners, LLC||Northbrook, IL||Apr 2004 - Jul 2015||11|
|Salomon Brothers, Inc /Citigroup||Chicago, IL||Jul 1985 - Nov 2002||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S65||NASAA Investment Advisors Law Examination||Oct 2004|
Total Assets Under Management873MILLIONS
Total Number of Accounts800ACCOUNTS
Average Account Value$1,091,608
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, FL, GA, IL, MA, MD, MI, NJ, NY, PA, WI
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