Tara S. Korkus
Professional summary
Tara Shayna Korkus, who also goes by Tara Korkus, is a registered financial advisor currently at ALTFEST PERSONAL WEALTH MANAGEMENT located in New York, New York.
Tara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tara has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Tara Shayna Korkus's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 10, 2025 - Present
ALTFEST PERSONAL WEALTH MANAGEMENT
Office #1: 445 Park Avenue 6th Floor, New York, NY 10022August 3, 2023 - March 4, 2024
J.J. BURNS & COMPANY
Primary Firm SEC Registration
ALTFEST PERSONAL WEALTH MANAGEMENT
CRD#: 110130 / SEC#: 801-18320
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/10/2025)
Exams
Current Firm
ALTFEST PERSONAL WEALTH MANAGEMENT
CRD#: 110130 / SEC#: 801-18320
Contact information
SEC notice filing (18 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,191 |
| AUM (Assets Under Management) | $ 1,622,512,064 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/24/2024 | ||
| 01/26/2024 | ||
| 01/11/2023 | ||
| 10/21/2022 |
Red Flags
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