Cort Alan Haber
Investment adviser representative at Xception Family Office
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$189.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Xception Family OfficeNov 2025 to now
- Xception Advisory Services, LLCOct 2025 to now
- ConsultingOct 2024 to Oct 2025
- New Republic Capital, LLCNov 2022 to Oct 2024
- Haber Investment Counsel, LLCOct 2019 to Nov 2022
- Tru Independence Asset Management, LLCJun 2018 to Oct 2019
- Berman Capital Advisors, LLCJan 2017 to Oct 2018
- UBS Financial Services Inc.Sep 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (GA).
Xception Family Office
Legal name: Xception Advisory Services, LLC
$189.3MAssets managed
28Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4930361
- Firm CRD
- 338122