Paul
Coury
The Coury Firm
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Coury is a financial advisor working in Pittsburgh, Pennsylvania who has 5 years of industry experience. Coury is on the advisory team at The Coury Firm. During their career, the advisor has held roles at The Coury Firm, LLC F/K/A The Coury Financial Group, Fsc Securities Corporation, Coury Investment Advisors, Inc, Pdc Mangement, Inc, Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P and Coury Firm Asset Management LLC, D/B/A The Coury Firm. Coury holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Florida, Pennsylvania and West Virginia. The Coury Firm is a firm that has its headquarters in Pittsburgh, PA. The company has a total of 19 people on staff. It handles $997 million in assets under management across its 780 customer accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm provides services to eight charitable organizations. Of its 780 customer accounts, 48% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The business has a number of services, such as 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. A financial advisor's fee schedules usually depend on which service is offered. However, fee types billed by The Coury Firm likely include asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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
$997,019,611
19
780
$1,278,230
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
Paul Coury Work History
Paul has been registered as a financial advisor for 5 years.*
Coury Firm Asset Management LLC, D/B/A The Coury Firm
Coury Firm Business Advisory LLC F/K/A Coury Consulting, L.P
Pdc Mangement, Inc
The Coury Firm, LLC F/K/A The Coury Financial Group
Coury Investment Advisors, Inc
Fsc Securities Corporation
*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 Paul 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
Los Angeles, CA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
Pittsburgh, PA
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.
