Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryce? Claim Your ProfileBryce Sowitch is an investment advisor representative at Kovitz Investment Group Partners, LLC. Bryce has been in the financial services industry for over 20 years. Bryce is a registered representative in Colorado. Bryce has passed the Uniform Combined State Law Examination (Series 66), the General Securities Representative Examination (Series 7), the Futures Managed Funds Examination (Series 31), and the Securities Industry Essentials Examination (SIE). Bryce has experience working at multiple financial institutions such as PURSHE KAPLAN STERLING INVESTMENTS, FINANCIAL TELESIS INC, CROWN CAPITAL SECURITIES, L.P., HARTFORD SECURITIES DISTRIBUTION COMPANY, INC., CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Credit, cash and insurance solutions, family office services, corporate executive services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev share w/affiliate frs and eligible credit & cash mgmt soluti
1
2
CO
09/05/2024 - Present
Kovitz Investment Group Partners, LLC (Fort Collins CO)
CO
08/28/2014 - 12/02/2014
PURSHE KAPLAN STERLING INVESTMENTS (FORT COLLINS CO)
CO
07/01/2011 - 08/28/2014
FINANCIAL TELESIS INC (FORT COLLINS CO)
CO
02/22/2011 - 07/06/2011
CROWN CAPITAL SECURITIES, L.P. (FT COLLINS CO)
CT
08/11/2008 - 02/23/2011
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
CO
08/25/2004 - 11/26/2007
CITIGROUP GLOBAL MARKETS INC. (FORT COLLINS CO)
NY
08/03/2000 - 08/30/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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