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Kreitler Financial LLC CRD 309056
$585M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
265 Church Street Suite 501, New Haven, CT 06510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-07-01 |
| TX | RA | APPROVED | 2020-07-01 |
Branch Locations
265 Church Street Suite 501, New Haven, CT 06510 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | New Haven | CT | 08/2018 | 07/2020 |
| Commonfund | Wilton | CT | 05/2014 | 08/2018 |
| Kreitler Financial | New Haven | CT | 07/2020 | Present |
Big Pickup Basketball LLC, Non-investment Related, Ansonia, CT, Fitness Franchise, Investor, Owner, Memeber, 3-5 hours per week, 0 hours during trading, Finance and Business strategy duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-28 |
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