Inessa M. Mischenko

THE COURY FIRM

Pittsburgh, PA 15222

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CRD#: 3136576

Professional summary

Inessa Mikaella Mischenko, who also goes by Inessa M Katzman, Katzman, Inessa Mikhaylovna Mischenko, is a registered financial advisor currently at THE COURY FIRM located in Pittsburgh, Pennsylvania.

Inessa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Inessa has worked at 14 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Inessa M Katzman | Katzman | Inessa Mikhaylovna Mischenko

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Inessa Mikaella Mischenko's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 13, 2025 - Present

THE COURY FIRM

Office #1: 260 Forbes Avenue Suite 1600, Pittsburgh, PA 15222

RIA

CRD#: 289145

Pittsburgh, PA

Past

January 4, 2021 - July 26, 2024

WEALTHSPIRE ADVISORS

RIA

CRD#: 106181

Potomac, MD

Past

September 25, 2019 - December 31, 2020

WEALTHSPIRE ADVISORS

RIA

CRD#: 168095

POTOMAC, MD

Past

March 16, 2016 - July 18, 2019

MYCIO WEALTH PARTNERS, LLC

RIA

CRD#: 134436

PHILADELPHIA, PA

Past

September 18, 2015 - February 5, 2016

THRESHOLD GROUP, LLC

RIA

CRD#: 129903

Philadelphia, PA

Past

February 19, 2015 - April 2, 2015

DOMANI WEALTH, LLC

RIA

CRD#: 174303

LANCASTER, PA

Past

August 13, 2014 - February 23, 2015

PARENTEBEARD WEALTH MANAGEMENT LLC

RIA

CRD#: 152072

YORK, PA

Past

September 23, 2008 - June 27, 2014

CONVERGENT WEALTH ADVISORS, LLC

RIA

CRD#: 143719

POTOMAC, MD

Past

May 13, 2008 - March 24, 2014

CITY NATIONAL SECURITIES, INC.

CRD#: 103705

POTOMAC, MD

Past

November 26, 2003 - May 12, 2006

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

August 25, 2003 - October 17, 2003

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 25, 2003 - October 17, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Past

October 4, 2001 - May 31, 2002

QUASAR DISTRIBUTORS, LLC

CRD#: 103848

PORTLAND, ME

Past

March 21, 2001 - October 4, 2001

FIRST FUND DISTRIBUTORS, INC.

CRD#: 27038

PHOENIX, AZ

Past

June 9, 1999 - November 2, 2000

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

June 9, 1999 - November 2, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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

Pennsylvania
(2/13/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/22/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/21/1999

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 6/8/1999

General Securities Representative Examination

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

Registered Investment Advisory firm - (3/2/2018 Approved)

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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

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COURY FIRM ASSET MANAGEMENT LLC FORM ADV PART 2A BROCHURE (8/1/2025)

Regulatory assets under management

Total Number of Accounts	1,007
AUM (Assets Under Management)	$ 1,189,533,934

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Inessa M. Mischenko

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Inessa Mikaella Mischenko's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS

MYCIO WEALTH PARTNERS, LLC

THRESHOLD GROUP, LLC

DOMANI WEALTH, LLC

PARENTEBEARD WEALTH MANAGEMENT LLC

CONVERGENT WEALTH ADVISORS, LLC

CITY NATIONAL SECURITIES, INC.

VOYA FINANCIAL ADVISORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

QUASAR DISTRIBUTORS, LLC

FIRST FUND DISTRIBUTORS, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

THE COURY FIRM

State Registrations and Notice Filings

Exams

Series 65

Date: 9/22/2008

Series 66

Date: 6/21/1999

Series 7

Date: 6/8/1999

Current Firm

THE COURY FIRM

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE COURY FIRM

TRUST BUT VERIFY

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