Robertino Coury (CRD# 6176688) is an Investment Advisor Representative working at The Coury Firm in Los Angeles, CA and has over 11 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6232434
Bluepoint Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coury Firm Business Advisory Llc F/k/a Coury Consulting, LP | Pittsburgh, CA | Oct 2019 - Current | 4 |
| The Coury Firm Llc F/k/a Coury Financial Group, LP | Pittsburgh, PA | Oct 2017 - Current | 6 |
| Coury Firm Asset Management Llc D/b/a The Coury Firm | Los Angeles, CA | Jul 2017 - Current | 6 |
| Coury Capital Management LLC | Los Angeles, CA | Jul 2017 - Current | 6 |
| E'o Management, LLC | Los Angeles, CA | Jan 2017 - Current | 7 |
| Coury Firm Business Advisory Llc F/k/a Coury Consulting, LP | Pittsburgh, PA | May 2014 - Sep 2019 | 5 |
| Fsc Securities Corporation | Pittsburgh, PA | Mar 2013 - Dec 2017 | 4 |
| The Coury Firm Llc F/k/a Coury Financial Group, LP | Pittsburgh, PA | Mar 2013 - Oct 2017 | 4 |
| Coury Investment Advisors, Inc. | Pittsburgh, PA | Mar 2013 - Oct 2017 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2013 |
- CA
- PA
-
Total Assets Under Management1,142MILLIONS
-
Total Number of Accounts866ACCOUNTS
-
Average Account Value$1,318,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, DE, FL, PA, WV
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