Cort A. Haber

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CRD#: 4930361

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Cort Alan Haber, CFP® was a registered financial professional .

Cort is a previously registered financial professional and started their career in finance in 2005. Cort had worked at 9 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

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) RAKUMAN HOLDINGS LLC, 2500 ELLIJAY DRIVE ATLANTA,GEORGIA 30319 - PARTNERSHIP/ OTHER INVESTMENT HOLDING PARTNERSHIP / HOLDS INVESTMENTS / PARTNER / MANAGING MEMBER FOR THREE PERSON FAMILY PARTNERSHIP AND MAINTAIN THE INVESTMENT ACCOUNTS AND DECIDE ON INVESTMENTS. ALSO FILE THE TAX RETURN AND MAKE DISTRIBUTIONS TO PARTNERS / START DATE 4/1/2005.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

CRD#: 8174

ATLANTA, GA

Past

May 24, 2011 - May 15, 2012

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

ATLANTA, GA

Past

May 23, 2011 - September 9, 2014

RIA

CRD#: 110264

ATLANTA, GA

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".

NEW REPUBLIC PARTNERS

HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

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

Series 63

Date: 6/1/2011

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 8/15/2005

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 12/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/22/2011

General Securities Representative Examination

Current Firm

NEW REPUBLIC PARTNERS

HABER INVESTMENT COUNSEL | NEW REPUBLIC PARTNERS | NEW REPUBLIC CAPITAL, LLC

CRD#: 310907 / SEC#: 801-119745

RIA

Registered Investment Advisory firm - (11/6/2020 Approved)

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Contact information

Main Address

521 East Morehead Street Suite 100, Charlotte, NC 28202

Mailing Address

Phone number

(704) 626-1526

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

NRP 2025 ADV 2A_10.24.2025_FINAL (10/24/2025)

Regulatory assets under management

Total Number of Accounts	101
AUM (Assets Under Management)	$ 2,506,624,237

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/02/2023	Cover Page	Report

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

Cort A. Haber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

HABER INVESTMENT COUNSEL

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

BERMAN CAPITAL ADVISORS, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

PEACHTREE INVESTMENT ADVISORS, INC.

HIRTLE, CALLAGHAN & CO., LLC

BMO FAMILY OFFICE, LLC

Primary Firm SEC Registration

NEW REPUBLIC PARTNERS

State Registrations and Notice Filings

Exams

Series 63

Date: 6/1/2011

Series 65

Date: 8/15/2005

SIE

Date: 12/23/2016

Series 7

Date: 5/22/2011

Current Firm

NEW REPUBLIC PARTNERS

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

NEW REPUBLIC PARTNERS

TRUST BUT VERIFY

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