Advanced Strategies Broker Dealer LLC

Broker-DealerFINRA MemberEst. 2013
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 and is recorded as having been SEC-registered in 2013. The firm is owned by an individual and is classified in the source as "Unclassified." In the available records it is not described as a capital allocator, an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The data set does not enumerate specific business activities or advisory services, and no manager allocation preferences or investment mandates are provided in the source material.

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