Unclaimed Profile

Paul Joseph Kutz

KUTZ AND COMPANY INC.·GREAT NECK, New York

Clean record15 years registeredKUTZ AND COMPANY INC.

475 NORTHERN BLVD, GREAT NECK, NY 11021CRD# 4620932Firm CRD# 124722

Profile Verification

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

Identity

Paul Joseph Kutz · GREAT NECK, NY

Registration

CRD #4620932 · KUTZ AND COMPANY INC. · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: KUTZ AND COMPANY INC.

KUTZ AND COMPANY INC.

Dec 2010 – Oct 2025

GREAT NECK, NY

Registrations & Exams

Registration record

First registered · December 14, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

KUTZ AND COMPANY INC.

CRD 124722 · SEC 801-111680

AUM

$93M

Regulatory assets under management

Employees

114 client accounts

Services offered by KUTZ AND COMPANY INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at KUTZ AND COMPANY INC. →

Introduction

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Frequently Asked Questions

What services does Paul Joseph Kutz offer?

Paul Joseph Kutz specializes in Financial Planning, Investment Management.

What are Paul Joseph Kutz's credentials?

Paul Joseph Kutz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Joseph Kutz located?

Paul Joseph Kutz is based in GREAT NECK, New York, last registered with KUTZ AND COMPANY INC..

How does Paul Joseph Kutz charge for services?

Paul Joseph Kutz's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is KUTZ AND COMPANY INC.?

KUTZ AND COMPANY INC. has approximately 3 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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