Unclaimed Profile

Evan Daniel Kurtz

CICERO CAPITAL PARTNERS, LLC·COLUMBIA, Maryland

Clean recordCICERO CAPITAL PARTNERS, LLC

11000 BROKEN LAND PARKWAY, COLUMBIA, MD 21044CRD# 2649329Firm CRD# 152885

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan Daniel Kurtz · COLUMBIA, MD

Registration

CRD #2649329 · CICERO CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Evan Daniel Kurtz is a registered financial advisor based in COLUMBIA, Maryland, affiliated with CICERO CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Client Types

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

CICERO CAPITAL PARTNERS, LLC

CICERO CAPITAL PARTNERS

AUM

$23M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at CICERO CAPITAL PARTNERS, LLC →

Services

Portfolio management (pooled investments)

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2649329

Firm CRD# 152885

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Evan Daniel Kurtz offer?

Evan Daniel Kurtz specializes in Investment Management, Retirement Planning. Contact their office in COLUMBIA, Maryland for a consultation.

What are Evan Daniel Kurtz's credentials?

Evan Daniel Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Daniel Kurtz located?

Evan Daniel Kurtz is based in COLUMBIA, Maryland, working with CICERO CAPITAL PARTNERS, LLC. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.

How does Evan Daniel Kurtz charge for services?

Evan Daniel Kurtz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CICERO CAPITAL PARTNERS, LLC?

CICERO CAPITAL PARTNERS, LLC is a registered investment adviser with the SEC, managing $23M in regulatory assets under management. See their Form ADV for full details.

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