BK
BK

Brett Krutiansky-Stav

1 Year of Experience
New York, NY
Broker

Brett Krutiansky-Stav is a registered investment advisor at Cetera Investment Advisers LLC, based in New York, NY, with 1 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

555 5th Avenue Ste 900, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Brett is a technology consultant for CBK Wealth, spending about 10-20% of his time leveraging technology to improve the firm's operations. He is also the founder of Wealthpaw AI, a technology consulting firm, dedicating about a quarter of his time to setting up CRM integrations.

Employment History
Current Registrations
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 7 mos
Cetera Wealth Services, LLCBroker
September 2024 - Present · 1 yr 8 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth

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
No exam information available for this advisor.
Brett Krutiansky-Stav - Financial Advisor | TrueAdvisor