AdvisorOS Directory
Claim Profile
KK

Kevin Bruce Klotzbach

COURIER CAPITAL, LLC·BUFFALO, New York
Unclaimed Profile
1114 DELAWARE AVENUE, BUFFALO, NY 14209CRD# 6596773Firm CRD# 282485
01

About

Kevin Bruce Klotzbach 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# 6596773
Firm CRD# 282485
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BUFFALO?

Browse all registered financial advisors in BUFFALO, New York or claim this profile if it's yours.

Browse BUFFALO AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kevin Bruce Klotzbach offer?
Kevin Bruce Klotzbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BUFFALO, New York for a consultation.
What are Kevin Bruce Klotzbach's credentials?
Kevin Bruce Klotzbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Bruce Klotzbach located?
Kevin Bruce Klotzbach 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 Kevin Bruce Klotzbach charge for services?
Kevin Bruce Klotzbach'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
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
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile