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Stephen Casey Kutner

Commerz Markets LLC

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About Stephen Casey Kutner

Stephen Kutner is a financial professional with over 20 years of experience in the industry. Stephen is currently registered with Commerz Markets LLC. Stephen has held previous positions with BNY Mellon Capital Markets, LLC, BNY Capital Markets Inc., BNY Investment Center Inc., and Banc of America Investment Services, Inc. Stephen is licensed to provide securities and investment advisory services in all 50 states, the District of Columbia, and Puerto Rico.

Firm Information

Stephen Kutner is currently registered with Commerz Markets LLC. Commerz Markets LLC is a Limited Liability Company formed in May 1996. The firm is registered in all 50 U.S. states, the District of Columbia, and Puerto Rico. They are also registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

10

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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Stephen Kutner’s Registration & Firm History

NY

01/03/2012 - Present

Commerz Markets LLC (NEW YORK NY)

NY

04/30/2008 - 12/19/2011

BNY MELLON CAPITAL MARKETS, LLC (NEW YORK NY)

NY

05/25/2007 - 04/30/2008

BNY CAPITAL MARKETS INC. (NEW YORK NY)

NY

07/01/2005 - 04/17/2007

BNY INVESTMENT CENTER INC. (NEW YORK NY)

NY

07/11/2002 - 05/23/2005

BNY CAPITAL MARKETS INC. (NEW YORK NY)

MA

01/01/1998 - 08/24/2000

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

NA

12/17/1996 - 01/01/1998

NATIONSSECURITIES

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Licenses & Designations

BC

Issued 05/20/1997

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/19/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/20/1997

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/16/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Casey Kutner.
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