GEORGE KUGMAN is an investment adviser representative (IAR) with state registration records since 2017, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-03-15 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2022-01-26 | 2022-10-05 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2020-01-15 | 2022-10-05 | — |
| TD AMERITRADE, INC. | 2020-01-15 | 2022-10-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-12-06 | 2019-12-10 | — |