COURIER CAPITAL, LLC

BUFFALO, New York·11 registered advisors·CRD# 282485
SEC# 801-1071193716-883-9595
01

Firm Overview

AUM
$2.9B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at COURIER CAPITAL, LLC

11 registered advisors
Bruce Brian Kaz
BUFFALO, New York
Heather Lynn Wisinski
BUFFALO, New York
James Edward Iglewski
BUFFALO, New York
Jason Michael Stronz
BUFFALO, New York
Karen Ann Mohn
BUFFALO, New York
Kevin Bruce Klotzbach
BUFFALO, New York
Martin K Birmingham
BUFFALO, New York
Rebecca Levengood Westervelt
BUFFALO, New York
Sonia Marie Dumbleton
BUFFALO, New York
Thomas James Hanlon
BUFFALO, New York
William L Kreienberg
BUFFALO, New York
05

Office Locations

BUFFALO, New York
11 advisors

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Data sourced from SEC Form ADV filings. COURIER CAPITAL, LLC (CRD# 282485) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.