Robertino
Coury

The Coury Firm

CRD#6176688
Investment Advisor
in Los Angeles, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Robertino Coury is a financial advisor who works in Los Angeles, California, who has 5 years of relevant experience. Coury works at The Coury Firm. Throughout their career, they have worked at Fsc Securities Corporation, Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P, The Coury Firm LLC F/K/A Coury Financial Group, Lp, Coury Capital Management LLC, Coury Investment Advisors, Inc, E'O Management, LLC and Coury Firm Asset Management LLC D/B/A The Coury Firm. Coury holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in California and Pennsylvania. The Coury Firm is an advisory business that has its headquarters in Pittsburgh, PA. It has a total of 19 employees. It manages $997 million in total assets between its 780 customer accounts, placing it among the larger firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 780 client accounts, 48% are held by high-net-worth individuals who have more than $1 million in investable assets. The Coury Firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management usually are based on which service is provided. Fee types charged by The Coury Firm most likely consist of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1999 Avenue Of The Stars Suite 1050
Los Angeles, CA 90067

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

The Coury Firm Brokerage Details

Total Assets Under Management

$997,019,611

CA Average: $15,833,994,310
Total Number of Employees

19

CA Average: 41
Total Number of Accounts

780

CA Average: 3,342
Average Account Size

$1,278,230

CA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Robertino Coury Work History

Robertino has been registered as a financial advisor for 5 years.*

2019 - Present (5 years)

Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P

2017 - Present (7 years)

The Coury Firm LLC F/K/A Coury Financial Group, Lp

2017 - Present (7 years)

Coury Capital Management LLC

2017 - Present (7 years)

E'O Management, LLC

2017 - Present (7 years)

Coury Firm Asset Management LLC D/B/A The Coury Firm

2014 - 2019 (5 years)

Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P

2013 - 2017 (4 years)

Fsc Securities Corporation

2013 - 2017 (4 years)

The Coury Firm LLC F/K/A Coury Financial Group, Lp

2013 - 2017 (4 years)

Coury Investment Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robertino Coury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Coury Firm

Robertino Coury
Los Angeles, CA
Craig Montanye
Pittsburgh, PA
Santino Coury
Pittsburgh, PA
Gregg Coury
Pittsburgh, PA
Daniel Novakowski
Pittsburgh, PA
Paul Coury
Pittsburgh, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started