CORTEC GROUP MANAGEMENT SERVICES, LLC

NEW YORK, New York·7 registered advisors·CRD# 161429
SEC# 801-736920212-370-5600
01

Firm Overview

AUM
$6.9B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CORTEC GROUP MANAGEMENT SERVICES, LLC

7 registered advisors
David Lawrence Schnadig
NEW YORK, New York
Jeffrey Adam Lipsitz
NEW YORK, New York
Jeffrey Ryan Shannon
NEW YORK, New York
Jonathan Stein
NEW YORK, New York
Michael Edward Najjar
NEW YORK, New York
Michael Stewart Neuberger
NEW YORK, New York
Richard Scott Schafler
NEW YORK, New York
05

Office Locations

NEW YORK, New York
7 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. CORTEC GROUP MANAGEMENT SERVICES, LLC (CRD# 161429) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.