Best Investors Account Sign in

Kurt Abitz

Charles Schwab & Co., Inc.

Huntington Station, NY

Claim This Profile
Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-06-27
  • NY RA
    APPROVED
    Since 2023-06-27

Branch Locations

50 West Jericho Turnpike, Huntington Station, NY 11746 • 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
Axa Advisors, Llc New York NY 03/2016 02/2018
Td Ameritrade, Inc. Garden City NY 02/2018 11/2019
Fidelity Brokerage Services Llc Roslyn NY 12/2019 05/2023
Charles Schwab & Co., Inc. Huntington Station NY 06/2023 Present
Td Ameritrade Investment Management, Llc Garden City NY 03/2018 11/2019
Charles Schwab Bank, Ssb Huntington Station NY 06/2023 Present
  • 03/2016 → 02/2018
    Axa Advisors, Llc
    New York, NY
  • 02/2018 → 11/2019
    Td Ameritrade, Inc.
    Garden City, NY
  • 12/2019 → 05/2023
    Fidelity Brokerage Services Llc
    Roslyn, NY
  • 06/2023 → Present
    Charles Schwab & Co., Inc.
    Huntington Station, NY
  • 03/2018 → 11/2019
    Td Ameritrade Investment Management, Llc
    Garden City, NY
  • 06/2023 → Present
    Charles Schwab Bank, Ssb
    Huntington Station, NY
Previous Registrations
  • 2020-01-08 → 2023-05-25
    Fidelity Personal And Workplace Advisors
    Roslyn, NY
  • 2018-03-06 → 2019-12-13
    Td Ameritrade, Inc.
    Garden City, NY
  • 2018-03-12 → 2019-12-13
    Td Ameritrade Investment Management, Llc
    Garden City, NY
  • 2016-07-25 → 2018-03-05
    Equitable Advisors, Llc
    Merrick, NY
    Melville, NY
    Melville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-07-13
  • S66 Uniform Combined State Law Examination
    2016-07-13
Other Names
  • Kurt Abitz
  • Kurt Steven Abitz
  • Kurt S Abitz

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
LPL FINANCIAL LLC
SNYDER WEALTH GROUP
CETERA INVESTMENT ADVISERS LLC
THE PINNACLE FINANCIAL GROUP
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

Angela Maria Saladino
Marc Adam Selanikio
Edward Zbytniewski
MUSTAFA YAQUBIE
Michael S Walsh
David MICHAEL Hanford
PETER DAVID GOLD
Evelyn Geovanna Carrera

Other Offices

J.P. MORGAN SECURITIES LLC · HUNTINGTON STATION, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTINGTON STATION, NY
EAGLE STRATEGIES LLC · HUNTINGTON STATION, NY
LPL FINANCIAL LLC · SOUTH HUNTINGTON, NY
SNYDER WEALTH GROUP · Huntington Station, NY
LPL FINANCIAL LLC · Huntington Station, NY
LPL FINANCIAL LLC · MELVILLE, NY
CETERA INVESTMENT ADVISERS LLC · Huntington Station, NY

More in Huntington Station, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor