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Kurt A Marty

Mbia Capital Advisors

Cincinnati, OH

CRD 4511118

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Employer firm

Mbia Capital Advisors CRD 154255

$290M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Mbia Capital Advisors

1248 Springfield Pike Na, Cincinnati, OH 45215-2142 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2011-04-21
  • OH RA
    APPROVED
    Since 2011-04-21

Branch Locations

1248 Springfield Pike Na, Cincinnati, OH 45215-2142 • 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
Mbia Capital Advisors Cincinnati OH 07/2010 Present
Previous Registrations
  • 2003-08-18 → 2009-12-31
    Resources Planning Group Inc
    Chicago, IL
Other Businesses

OWNER/PRESIDENT - JK TAX CONSULTANTS, INC. APPROXIMATELY 20HOURS PER WEEK TO OVERSEE TAX COMPLIANCE AND ACT AS A BUSINESS CONSULTANT.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-06
  • S66 Uniform Combined State Law Examination
    2003-05-06

View on SEC IAPD

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