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Andrew B Kutz

Kutz And Company Inc.

Great Neck, NY

CRD 4686896

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Employer firm

Kutz And Company Inc. CRD 124722

$115M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Kutz And Company Inc.

475 Northern Blvd Ste 26, Great Neck, NY 11021 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-08
  • NY RA
    APPROVED
    Since 2024-03-08

Branch Locations

475 Northern Blvd Ste 26, Great Neck, NY 11021 • 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
Kutz And Company Inc. Great Neck NY 01/1996 Present
Kutz And Company Inc. Great Neck NY 03/2024 Present
Other Businesses

KUTZ & KUTZ CPA'S P.C.; NON-INVESTMENT RELATED; CPA'S; GREAT NECK, NY; PRESIDENT & CPA; START - 6/2009; 8 HRS/MONTH TOTAL; 6 HRS/MO DURING TRADING

Designations
  • Certified Financial Planner

View on SEC IAPD

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