Advanced Strategies Broker Dealer LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chattanooga, Tennessee
CRD number
164927
Registered since
August 6, 2013

Firm profile

FINTRX

Overview

Advanced Strategies Broker Dealer LLC is organized as a limited liability company with individual ownership and is categorized in the dataset as "Unclassified." The profile flags indicate the firm does not function as a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The source does not include descriptive detail about advisory services, client types, fee schedules, or core business activities, so the public profile is limited to organizational attributes captured in the dataset.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • George Kurtz

    George Kurtz

    Investment Adviser RepresentativeCRD 1410049

  • Charles Bikas

    Charles Bikas

    OwnerCRD 2802911

  • Derek Cornelius

    Derek Cornelius

    CRD 2957254

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chattanooga, TN

Hamilton

Location

Chattanooga, TN

Headquartered in Chattanooga, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.

Metro area
Chattanooga-Cleveland-Dalton, TN-GA
Region
South
County
Hamilton
Address
1308 Dallas Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth