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Fiona Choi Kurz

Foreside Fund Services, LLC

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About Fiona Choi Kurz

Fiona Kurz is a financial advisor with Foreside Fund Services, LLC. Fiona has been in the industry since June 17, 2013. She holds the Series 3, 7, 7TO, and SIE licenses as well as the Series 63 license. Previously, Fiona worked at firms including SEA OTTER SECURITIES GROUP LLC, GALAXY DIGITAL ADVISORS LLC, BLACKSTONE ADVISORY PARTNERS L.P., FORTRESS CAPITAL FORMATION LLC, and BARCLAYS CAPITAL INC. Fiona is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in all 50 states.

Firm Information

Fiona Kurz is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Fiona Kurz’s Registration & Firm History

NY

10/05/2022 - Present

Foreside Fund Services, LLC (NEW YORK NY)

NY

03/29/2021 - 02/02/2022

SEA OTTER SECURITIES GROUP LLC (NEW YORK NY)

NY

09/25/2018 - 03/27/2019

GALAXY DIGITAL ADVISORS LLC (New York NY)

NY

08/14/2013 - 02/08/2017

BLACKSTONE ADVISORY PARTNERS L.P. (NEW YORK NY)

NY

12/22/2010 - 08/02/2013

FORTRESS CAPITAL FORMATION LLC (NEW YORK NY)

NY

10/16/2008 - 08/18/2010

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/17/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2014

Series 3 - National Commodity Futures Examination

BC

Issued 10/15/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Fiona Choi Kurz.
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