Unclaimed Profile

Cheryl Ann Kotlarz

SEIZERT CAPITAL PARTNERS, LLC·BIRMINGHAM, Michigan

Series 2, Series 65Clean record16 years registeredSEIZERT CAPITAL PARTNERS, LLC

34100 WOODWARD AVENUE, BIRMINGHAM, MI 48009-0961CRD# 2166687Firm CRD# 108954

Profile Verification

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

Identity

Cheryl Ann Kotlarz · BIRMINGHAM, MI

Registration

CRD #2166687 · SEIZERT CAPITAL PARTNERS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SEIZERT CAPITAL PARTNERS, LLC

SEIZERT CAPITAL PARTNERS

Mar 2012 – Oct 2023

BIRMINGHAM, MI

SIGMA INVESTMENT COUNSELORS

Jul 2010 – May 2011

SOUTHFIELD, MI

Registrations & Exams

FINRA examinations passed

Series 2

Series 65

Registration record

First registered · July 23, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SEIZERT CAPITAL PARTNERS, LLC

CRD 108954 · SEC 801-57995

AUM

$2.1B

Regulatory assets under management

Employees

251 client accounts

Services offered by SEIZERT CAPITAL PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at SEIZERT CAPITAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Cheryl Ann Kotlarz offer?

Cheryl Ann Kotlarz specializes in Investment Management, Retirement Planning, Wealth Management.

What are Cheryl Ann Kotlarz's credentials?

Cheryl Ann Kotlarz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cheryl Ann Kotlarz located?

Cheryl Ann Kotlarz is based in BIRMINGHAM, Michigan, last registered with SEIZERT CAPITAL PARTNERS, LLC.

How does Cheryl Ann Kotlarz charge for services?

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

How large is SEIZERT CAPITAL PARTNERS, LLC?

SEIZERT CAPITAL PARTNERS, LLC has approximately 16 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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