Unclaimed Profile

Carl Szasz

VERDE CAPITAL MANAGEMENT, INC.·CLARKSTON, Michigan

Series 7, Series 63, Series 65Clean record19 years registeredVERDE CAPITAL MANAGEMENT, INC.

8031 ORTONVILLE ROAD, CLARKSTON, MI 48348CRD# 4698089Firm CRD# 147179

Profile Verification

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

Identity

Carl Szasz · CLARKSTON, MI

Registration

CRD #4698089 · VERDE CAPITAL MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

VERDE CAPITAL MANAGEMENT, INC.

Oct 2010 – present

AMERIPRISE FINANCIAL SERVICES, INC.

May 2007 – May 2008

TROY, MI

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · May 15, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VERDE CAPITAL MANAGEMENT, INC.

CRD 147179 · SEC 801-69167

AUM

$570M

Regulatory assets under management

Employees

3,777 client accounts

Services offered by VERDE CAPITAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at VERDE CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Carl Szasz offer?

Carl Szasz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CLARKSTON, Michigan for a consultation.

What are Carl Szasz's credentials?

Carl Szasz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Carl Szasz located?

Carl Szasz is based in CLARKSTON, Michigan, working with VERDE CAPITAL MANAGEMENT, INC.. Their office serves clients in the CLARKSTON metropolitan area and surrounding communities.

How does Carl Szasz charge for services?

Carl Szasz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VERDE CAPITAL MANAGEMENT, INC.?

VERDE CAPITAL MANAGEMENT, INC. has approximately 10 employees and manages $570M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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