Michael Kutsaya (CRD# 2821757) is an Investment Advisor Representative working at Steward Partners Investment Solutions, LLC in Warminster, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Warminster, PA | Oct 2023 - Current | < 1 |
| Steward Partners Global Advisory, LLC | Warminster, PA | Oct 2023 - Current | < 1 |
| Unemployed | Warminster, PA | Jan 2023 - Sep 2023 | < 1 |
| Brinker Capital Securities | Berwyn, PA | May 2002 - Jan 2023 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
| S63 | Uniform Securities State Law Examination | Dec 2023 |
- PA
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Total Assets Under Management991MILLIONS
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Total Number of Accounts2,712ACCOUNTS
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Average Account Value$365,369
- 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
- Selection of other advisers (including private fund managers)
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, VI, VT, WA, WI, WV, WY
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