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Jason Michael Stronz

Courier Capital, LLC

Buffalo, NY

CRD 7421136

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Employer firm

Courier Capital, LLC CRD 282485

$3.59B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Courier Capital, Llc

1114 Delaware Avenue, Buffalo, NY 14209-1604 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-12
  • NY RA
    APPROVED
    Since 2021-08-12

Branch Locations

1114 Delaware Avenue, Buffalo, NY 14209-1604 • 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
Courier Capital, Llc Buffalo NY 10/2020 Present
Courier Capital, Llc Buffalo NY 10/2012 10/2020

View on SEC IAPD

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