Kurt T. Fetter
Professional summary
Kurt Tyler Fetter, who also goes by Kurt Fetter, is a registered financial advisor currently at MHA FINANCIAL CORP located in Williamsville, New York and SAVVY located in New York, New York.
Kurt is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Kurt has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Tyler Fetter's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 16, 2021 - Present
MHA FINANCIAL CORP
June 16, 2026 - Present
SAVVY
Office #1: 111 West 33rd Street Unit 1410, New York, NY 10001July 12, 2019 - Present
FOUR POINTS CAPITAL PARTNERS LLC
January 29, 2016 - July 15, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 19, 2015 - July 15, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 5, 2013 - November 30, 2015
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
June 20, 2008 - June 6, 2013
OSAIC FA, INC.
Primary Firm SEC Registration
SAVVY
CRD#: 318493 / SEC#: 801-123656
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/12/2019)
(7/12/2019)
(7/12/2019)
(7/12/2019)
(8/16/2021)
(10/1/2019)
(7/12/2019)
Exams
FINRA
Current Firm
SAVVY
CRD#: 318493 / SEC#: 801-123656
Contact information
SEC notice filing (40 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,776 |
| AUM (Assets Under Management) | $ 1,295,318,161 |
Red Flags
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