Cary
Kortze
Steward Partners Investment Advisory, LLC
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About this Advisor
Cary Kortze is a financial advisor based in Newtown, Connecticut with a total of 5 years of industry experience. Kortze is currently employed by Steward Partners Investment Advisory, LLC. Their career trajectory has included roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, Raymond James Financial Services, Inc and Steward Partners Global Advisory, LLC. Kortze has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Steward Partners Investment Advisory, LLC is a registered investment firm that has its headquarters in New York, NY. The investment advisory business has offices in 45 locations and a total of 363 advisors. It controls $12 billion in total assets across its 27,637 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 45 charitable organizations. Of its 27,637 customer accounts, 55% belong to high-net-worth individuals who have more than $1 million in assets. Steward Partners Investment Advisory, LLC provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services largely are based on the type of financial services. However, fee types billed by Steward Partners Investment Advisory, LLC can consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$12,168,947,752
363
27,637
$440,314
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Cary Kortze Work History
Cary has been registered as a financial advisor for 5 years.*
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Steward Partners Global Advisory, LLC
Raymond James Financial Services, Inc
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
*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 Cary Kortze 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 Steward Partners Investment Advisory, LLC
New York, NY
New York, NY
New York, NY
Clearwater, FL
Portland, ME
Paramus, NJ
New York, NY
Saint Louis, MO
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.
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