PC
Paul D. Coury
THE COURY FIRM
PITTSBURGH, PA 15222
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CRD#: 1823579
PC
Professional summary
Paul David Coury is a registered financial advisor currently at THE COURY FIRM located in Pittsburgh, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Paul has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) THE COURY FIRM LLC F/K/A COURY FINANCIAL GROUP, LP: PRINCIPAL, SOLE PROPRIETOR; 260 FORBES AVE SUITE 1600 PITTSBURGH PA 15222, 11/1987-PRESENT, 30 HRS / MONTH (1 HR DURING TRADING HOURS), NOT INVESTMENT RELATED, INSURANCE PRODUCTS OFFERED AS AN INDEPENDENT INSURANCE AGENT, LICENSED IN MULTIPLE STATES FOR LIFE AND HEALTH INSURANCE, MAY RECEIVE COMMISSIONS FROM SALES OF INSURANCE PRODUCTS.
2) PDC MANAGEMENT, INC.: OWNER; S CORP SET UP FOR TAX PURPOSES, INVESTMENT RELATED; 2 HOURS / MONTH (0 DURING TRADING HOURS); 15 DEMAR DRIVE, SEWICKLEY PA 15143. START DATE 01/2011.
3) COURY INTERIOR DESIGN - NOT INVESTMENT RELATED, 1 HR/MO (0 SECURITIES TRADING HOURS),Start Date 4/1996; ADDRESS: Sewickley PA 15143; DESCRIPTION: DBA Sole proprietorship - Interior Design Company
4) COURY FIRM BUSINESS ADVISORY LLC F/K/A COURY CONSULTING LP: START DATE 06/2017; INDEPENDENT CONTRACTOR; NOT INVESTMENT RELATED; 10 HOURS PER MONTH (5 DURING TRADING HOURS); ADVISORY SUPPORT AND FINANCIAL ANALYSIS FOR BUSINESS ADVISORY; 260 FORBES AVE SUITE 1600 PITTSBURGH PA 15222; MAY RECEIVE FEES FOR BUSINESS ADVISORY SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Paul David Coury's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
June 23, 2018 - Present
THE COURY FIRM
Office #1: 260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222RIA
CRD#: 289145
PITTSBURGH, PA
Past
February 19, 2002 - June 26, 2018
COURY INVESTMENT ADVISORS, INC.
RIA
CRD#: 116004
PITTSBURGH, PA
Past
November 13, 2001 - December 31, 2017
COURY INVESTMENT ADVISORS, INC.
RIA
CRD#: 116004
PITTSBURGH, PA
Past
August 29, 1997 - December 31, 2017
FSC SECURITIES CORPORATION
BD
CRD#: 7461
PITTSBURGH, PA
Past
July 30, 1993 - September 3, 1997
GUARDIAN INVESTOR SERVICES LLC
BD
CRD#: 6635
NEW YORK, NY
Past
October 9, 1991 - August 2, 1993
CETERA ADVISORS LLC
BD
CRD#: 10299
GREENWOOD VILLAGE, CO
Past
May 2, 1988 - October 17, 1991
LINCOLN INVESTMENT
BD
CRD#: 519
FORT WASHINGTON, PA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC
CRD#: 289145 / SEC#: 801-112543
RIA
Registered Investment Advisory firm - (3/2/2018 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(7/31/2018)
IAR
Pennsylvania(6/23/2018)
IAR
West Virginia(7/3/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
THE COURY FIRM
COURY ASSET MANAGEMENT | THE COURY FIRM | P.I. GATEWAY | COURY FIRM ASSET MANAGEMENT LLC | COURY ASSET MANAGEMENT LLC
CRD#: 289145 / SEC#: 801-112543
RIA
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Contact information
Main Address
260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222
Mailing Address
Phone number
(412) 261-5744
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,007 |
| AUM (Assets Under Management) | $ 1,189,533,934 |
Red Flags
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