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Kathryn Anna Kurzrock

Cambridge Investment Research, Inc.

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About Kathryn Anna Kurzrock

Kathryn Kurzrock is a financial advisor with Cambridge Investment Research, Inc. Kathryn joined the firm in February 2021 and has been in the industry since August 2012. Kathryn holds the Series 11 license and has worked at SAGE, RUTTY & CO., INC. in Rochester, NY previously.

Firm Information

Kathryn Kurzrock is currently registered with Cambridge Investment Research, Inc.. Cambridge Investment Research, Inc. is a corporation formed in October 1995. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

658

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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Kathryn Kurzrock’s Registration & Firm History

NY

02/11/2021 - Present

Cambridge Investment Research, Inc. (Rochester NY)

NY

08/29/2012 - 02/12/2021

SAGE, RUTTY & CO., INC. (ROCHESTER NY)

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Licenses & Designations

BC

Issued 08/28/2012

Series 11 - Assistant Representative-Order Processing Qualification Exam

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathryn Anna Kurzrock.
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