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Kenneth Scott Kurzer

Raymond James & Associates, Inc.

Montville, NJ

Hackensack, NJ

CRD 4435311

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Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Raymond James & Associates, Inc.

880 Carillon Parkway, St. Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2020-07-27
  • NJ RA
    APPROVED
    Since 2020-07-27

Branch Locations

Montville, NJ • United States

401 Hackensack Ave. Suite 803, Hackensack, NJ 07601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Kurzer Group Clifton NJ 09/1991 Present
Raymond James & Associates Hackensack NJ 06/2020 Present
  • 09/1991 → Present
    The Kurzer Group
    Clifton, NJ
  • 06/2020 → Present
    Raymond James & Associates
    Hackensack, NJ
Other Businesses

THE KURZER GROUP LLC, I AM A PARTNER IN THIS ENTITY. WE ARE A CPA FIRM. I HAVE BEEN A PARTNER FOR MORE THAN 15 YEARS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-10
  • S65 Uniform Investment Adviser Law Examination
    2020-06-10

View on SEC IAPD

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