Cort A. Haber
Professional summary
Cort Alan Haber, CFP® is a registered financial advisor currently at XCEPTION FAMILY OFFICE located in Atlanta, Georgia.
Cort is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Cort has worked at 10 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Cort Alan Haber's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2007
Experience
November 13, 2025 - Present
XCEPTION FAMILY OFFICE
Office #1: 2200 Century Parkway Ne Suite 750, Atlanta, GA 30345November 6, 2022 - October 29, 2024
NEW REPUBLIC PARTNERS
November 8, 2019 - December 31, 2022
HABER INVESTMENT COUNSEL
June 29, 2018 - November 1, 2019
TRU INDEPENDENCE ASSET MANAGEMENT, LLC
February 8, 2017 - November 8, 2018
BERMAN CAPITAL ADVISORS, LLC
October 1, 2014 - December 23, 2016
UBS FINANCIAL SERVICES INC.
September 29, 2014 - December 23, 2016
UBS FINANCIAL SERVICES INC.
May 24, 2011 - May 15, 2012
J.P. MORGAN SECURITIES LLC
May 23, 2011 - September 9, 2014
J.P. MORGAN SECURITIES LLC
August 20, 2010 - April 27, 2011
PEACHTREE INVESTMENT ADVISORS, INC.
January 29, 2007 - March 2, 2010
HIRTLE, CALLAGHAN & CO., LLC
August 24, 2005 - August 30, 2006
BMO FAMILY OFFICE, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/13/2025)
Exams
Current Firm
XCEPTION FAMILY OFFICE
CRD#: 338122 / SEC#: 801-134430
Contact information
SEC notice filing (1 States and Territories)
Red Flags
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