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Bruce Brian Kaz

COURIER CAPITAL, LLC·BUFFALO, New York
Unclaimed Profile
1114 DELAWARE AVENUE, BUFFALO, NY 14209CRD# 4347090Firm CRD# 282485
01

About

Bruce Brian Kaz is a registered financial advisor based in BUFFALO, New York, affiliated with COURIER CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COURIER CAPITAL, LLC
COURIER CAPITAL, LLC
AUM
$2.9B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at COURIER CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4347090
Firm CRD# 282485
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bruce Brian Kaz offer?
Bruce Brian Kaz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BUFFALO, New York for a consultation.
What are Bruce Brian Kaz's credentials?
Bruce Brian Kaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bruce Brian Kaz located?
Bruce Brian Kaz is based in BUFFALO, New York, working with COURIER CAPITAL, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.
How does Bruce Brian Kaz charge for services?
Bruce Brian Kaz'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 COURIER CAPITAL, LLC?
COURIER CAPITAL, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BUFFALO
C. Teo Balbach — MERCURY CAPITAL MANAGER III, LLCGeorge Wesley Laub — LAUB GEORGE WESLEYFrances Miley — HUDSON ADVISOR SERVICES, INC.William Norton Hudson — HUDSON ADVISOR SERVICES, INC.Charles W. Banta — MERCURY CAPITAL MANAGER III, LLC
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Research
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