Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Kurt Rauzi, financial advisor San Francisco CA
96 score

Kurt Rauzi

CRD Number: 1365507
Current Firm: Dedicated Capital Advisors, LLC

Kurt Rauzi (CRD# 1365507) is an Investment Advisor Representative working at Dedicated Capital Advisors, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Gordian Investments, LLC San Francisco, CA Sep 2015 - Current 1
Dedicated Capital Advisors, LLC San Francisco, CA May 2013 - Current 3
Coker & Palmer, Inc. Jackson, MS Apr 2010 - Sep 2013 3
Navitas, Ltd. San Francisco, CA Jan 2000 - Sep 2013 13
Eplanning Securities, Inc. San Francisco, CA Aug 1999 - Jan 2009 9
The Stewardship Alliance, LLC San Francisco, CA Dec 2001 - Jan 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1997
S65 NASAA Investment Advisors Law Examination May 1996
Contact Info for Kurt W. Rauzi
Phone Number: 415-765-1778
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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