Carol L Buchman-Krutiansky

Current Employers

Employment History

• 02/1991 → Present
  Self Employed
  New York, NY
• 09/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 11/2021 → Present
  Cbk Wealth Llc
  New York, NY
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 08/2025 → Present
  Cbk Tax
  New York, NY

Other Businesses

(1) INDEPENDENT INSURANCE AGENT DISABILITY, FIXED ANNUITIES, LIFE/ACCIDENT/HEALTH, LONG-TERM CARE, BEGAN 01/2000, 1HR/WKDY ONLY (2) CPA/TAX PREPARER,HAVE MY OWN CLIENTS THAT I PREPARE TAX RETURNS FOR, BEGAN 06/1996, 2HRS/WKDY ONLY (3) NAME OF OTHER BUSINESS: CBK WEALTH LLC, INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 02/2024; POSITION/TITLE/RELATIONSHIP: PARTNER ; APX NUMBER OF HOURS PER WEEK: 40 ; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (4) NAME OF OTHER BUSINESS: CBK TAX; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: TAX & ACCOUNTING SERVICES; START DATE: 08/2025; POSITION/TITLE/RELATIONSHIP: CPA; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 1; BRIEF DESCRIPTION OF DUTIES: PREPARE TAX RETURNS;

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-12-26
• S63 Uniform Securities Agent State Law Examination
  1995-01-03

Other Names

• Carol L Krutianskybuchman
• Carol L Buchman