Carla W. Kutnick
Professional summary
Carla W Kutnick, who also goes by Karla Renee Kutnick, Karla Renee Weinberg, is a registered financial advisor currently at ISRAEL INVESTMENT ADVISORS, LLC located in Denver, Colorado and GHP INVESTMENT ADVISORS INC located in Denver, Colorado.
Carla is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Carla has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Carla W Kutnick's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 26, 2024 - Present
ISRAEL INVESTMENT ADVISORS, LLC
Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203June 26, 2024 - Present
GHP INVESTMENT ADVISORS INC
Office #1: 1290 Broadway, Suite 1100, Denver, CO 80203Primary Firm SEC Registration
GHP INVESTMENT ADVISORS INC
CRD#: 107563 / SEC#: 801-49990
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/26/2024)
Current Firm
GHP INVESTMENT ADVISORS INC
CRD#: 107563 / SEC#: 801-49990
Contact information
SEC notice filing (17 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,299 |
| AUM (Assets Under Management) | $ 2,723,131,280 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/21/2024 | ||
| 09/26/2023 | ||
| 10/28/2022 |
Red Flags
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