Edward
Putnoky

Spc

CRD#1311795
Investment Advisor
in Columbus, OH

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About this Advisor

Edward Putnoky is a financial advisor based in Columbus, Ohio, working with Spc. Edward has previously held positions at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Spc, and Sigma Financial Corporation. Edward is registered to provide services in Ohio. Currently, Edward is part of Spc, which operates out of Columbus, Ohio. The firm has 361 offices and 470 employees. The firm manages assets totaling $5.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Spc includes asset-based, hourly, fixed, and other fees.

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

1525 Bethel Rd Suite 200
Columbus, OH 43220

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Spc Brokerage Details

Total Assets Under Management

$5,562,939,194

OH Average: $943,424,332
Total Number of Employees

470

OH Average: 21
Total Number of Accounts

30,541

OH Average: 1,586
Average Account Size

$182,147

OH Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Edward Putnoky Work History

2016 - Present (8 years)

Spc

2016 - Present (8 years)

Sigma Financial Corporation

2015 - 2016 (1 year)

Sterne Agee Investment Advisor Services, Inc

2014 - 2016 (2 years)

Sterne Agee Financial Services, Inc

1996 - 2014 (18 years)

Wrp Investments, Inc

Disclosures

Please visit the SEC profile of Edward Putnoky 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 Spc

Carlos Dardon
Salt Lake City, UT
Christopher Newbauer
Ann Arbor, MI
Margaret Swiess
Willowbrook, IL
Joseph Mole
Lansing, MI
Cheryl Harwell
Ann Arbor, MI
David Haik
Ann Arbor, MI
Mark Pauwels
Ann Arbor, MI
Adam Kozak
Eastchester, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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.

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