Carol Buchman-Krutiansky
Carol Buchman-Krutiansky is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 31 years of industry experience. Carol is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
555 5th Avenue, Ste 900, New York, NY, 10017
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Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Carol is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance products since 2000, dedicating a few hours per week. She is also a CPA/tax preparer since 1996, spending a few hours per week preparing tax returns, and a partner in CBK Wealth LLC, a financial services firm, dedicating about a quarter of her time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Walnut Street Securities, INC.Broker
Nathan & Lewis Securities, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations28 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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