Charles Kurtzman
Charles Kurtzman is a registered investment advisor at Wells Fargo Advisors, based in Chesterbrook, PA, with 38 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
955 Chesterbrook Blvd, Ste 320, Chesterbrook, PA, 19087
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1992Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Credit Suisse Securities (USA) LLC
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
Goldman, Sachs & CO.Broker
State Registrations36 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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