Unclaimed Profile

Evan Daniel Kurtz

CICERO CAPITAL PARTNERS, LLC·COLUMBIA, Maryland

Series 65Clean record10 years registeredCICERO 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 · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CICERO CAPITAL PARTNERS, LLC

CICERO CAPITAL PARTNERS

Jun 2016 – Aug 2019

COLUMBIA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 21, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CICERO CAPITAL PARTNERS, LLC

CRD 152885 · SEC 802-117432

AUM

$23M

Regulatory assets under management

Services offered by CICERO CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at CICERO CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Evan Daniel Kurtz offer?

Evan Daniel Kurtz specializes in Investment Management, Retirement Planning.

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, last registered with CICERO CAPITAL PARTNERS, LLC.

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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