Edward
Putnoky
Spc
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About this Advisor
Edward Putnoky is a financial advisor who works out of Columbus, Ohio with 7 years of industry experience. Putnoky currently works for Spc. Over the course of their career, they have held roles at Wrp Investments, Inc, Sterne Agee Financial Services, Inc, Sterne Agee Investment Advisor Services, Inc, Spc and Sigma Financial Corporation. Putnoky can advise clients in Ohio. Spc is an advisory company based out of Ann Arbor, MI. The firm has offices in 426 locations and a total of 610 advisors. It oversees $6 billion in total assets between its 34,594 accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 20 charities and foundations. Of its 34,594 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm offers a number of services, such as 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. Fees for financial advice largely are based on which service is offered. Fee types billed by Spc may include asset-based, hourly, fixed and other fees.
Years Registered*
Services Offered
Fee Structure
Office Location
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Spc Brokerage Details
$5,964,256,852
610
34,594
$172,407
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
Edward has been registered as a financial advisor for 7 years.*
Spc
Sigma Financial Corporation
Sterne Agee Investment Advisor Services, Inc
Sterne Agee Financial Services, Inc
Wrp Investments, 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 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
Dallas, TX
East Lansing, MI
Ann Arbor, MI
Ann Arbor, MI
Englewood, CO
Fort Lauderdale, FL
Troy, MI
Ann Arbor, MI
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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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.
