Kurtis
Cicero

Mbsc Securities Corporation

CRD#4665629
Investment Advisor
in New York, NY
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About this Advisor

Kurtis Cicero is a chartered financial analyst working in New York, New York, with a total of 14 years of experience as a financial advisor. Cicero is an employee of Mbsc Securities Corporation. Over the course of their career, they have held roles at Ing Investments Distributor, Ing Investment Management, Ing Investment Management Co, Voya Investment Management, Voya Investment Management Co., LLC, Voya Investments Distributor, LLC and Mbsc Securities Corporation. Cicero holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona. Mbsc Securities Corporation is a financial advisory firm operating out of New York, New York. The company has offices in two locations and a total of 368 people on staff. It controls $2 billion in assets under management among its 3,826 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 41 charities and foundations. Of its 3,826 client accounts, just 4% belong to high-net-worth investors who have more than $1 million in investable assets. The firm has a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advisory services typically depend on the services offered. However, fees billed by Mbsc Securities Corporation typically consist of asset-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

225 Liberty Street
New York, NY 10286

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Mbsc Securities Corporation Brokerage Details

Total Assets Under Management

$1,482,940,388

NY Average: $7,464,549,021
Total Number of Employees

355

NY Average: 88
Total Number of Accounts

3,822

NY Average: 3,892
Average Account Size

$388,001

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Other

Kurtis Cicero Work History

Kurtis has 14 years of experience.

2015 - Present (4 years)

Mbsc Securities Corporation

2014 - 2014 (0 years)

Voya Investment Management

2014 - 2014 (0 years)

Voya Investment Management Co., LLC

2014 - 2014 (0 years)

Voya Investments Distributor, LLC

2011 - 2014 (3 years)

Ing Investment Management

2007 - 2011 (4 years)

Ing Investment Management

2004 - 2014 (10 years)

Ing Investments Distributor

2004 - 2014 (10 years)

Ing Investment Management Co

Disclosures

Kurtis Cicero has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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