AK
Andrew B. Kutz
KUTZ AND COMPANY
Great Neck, NY 11021
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CRD#: 4686896
AK
Professional summary
Andrew B Kutz is a registered financial advisor currently at KUTZ AND COMPANY INC. located in Great Neck, New York.
Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Andrew has worked at 1 firm .
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.
KUTZ & KUTZ CPA'S P.C.; NON-INVESTMENT RELATED; CPA'S; GREAT NECK, NY; PRESIDENT & CPA; START - 6/2009; 8 HRS/MONTH TOTAL; 6 HRS/MO DURING TRADING
CRS (Client Relationship Summary) - RIA
Click below to view Andrew B Kutz'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
March 8, 2024 - Present
KUTZ AND COMPANY INC.
Office #1: 475 Northern Blvd Ste 26, Great Neck, NY 11021RIA
CRD#: 124722
Great Neck, NY
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".
KA
KUTZ AND COMPANY INC.
KUTZ AND COMPANY INC.
CRD#: 124722 / SEC#: 801-111680
RIA
Registered Investment Advisory firm - (9/13/2017 Approved)Florida
Registered Investment Advisory firm - (11/1/2017 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2018 Terminated)New York
Registered Investment Advisory firm - (11/1/2017 Terminated)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
New York(3/8/2024)
Exams
Current Firm
KA
KUTZ AND COMPANY INC.
KUTZ AND COMPANY INC.
CRD#: 124722 / SEC#: 801-111680
RIA
Registered Investment Advisory firm - (9/13/2017 Approved)Florida
Registered Investment Advisory firm - (11/1/2017 Terminated)New Jersey
Registered Investment Advisory firm - (1/2/2018 Terminated)New York
Registered Investment Advisory firm - (11/1/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
475 Northern Blvd Ste 26, Great Neck, NY 11021
Mailing Address
Phone number
(516) 482-1158
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (4 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 131 |
| AUM (Assets Under Management) | $ 102,956,881 |
Red Flags
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