Member · Offit Capital
Steven E. Cortez
CRD 2711257 · Named on Form ADV at 3 SEC-registered advisers
At a glance
Offit Capital, an SEC-registered wealth manager based in New York, NY with $20.6 billion in regulatory assets, lists Steven E. Cortez on its Form ADV as Member, a control person. The SEC filings also name Steven at 2 other registered advisers.
Firms and roles
- Offit CapitalMemberWealth manager · New York, NY · $21B in regulatory assets
- Plancorp, LLCMemberWealth manager · Saint Louis, MO · $11B in regulatory assets
- Modera Wealth Management, LLCMemberWealth manager · Westwood, NJ · $18B in regulatory assets
AtlasMembers
Steven’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 3 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (31)
- William J DixonChief Investment Officer and Co-President, Offit Capital
- Ned S. OffitCEO and Managing Member, Offit Capital
- Vincent M. RellaChief Financial Officer, Offit Capital
- Todd E. PetzelChief Economist, Offit Capital
- Igal N. LitovskyCo-President, Offit Capital
26 more people named with Steven on the same filings, with titles and firms. Free in Atlas with a free account.
See all 31 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.