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Andrew N Kitay

Investment adviser representative at Urban Financial Advisory Corporation
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm 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 assetsHourlyFixed or flat fee

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.

  1. Urban Financial Advisory CorporationJan 2020 to now
  2. EySep 2018 to Nov 2019
  3. UnemployedMay 2018 to Aug 2018
  4. EyJun 2017 to Jul 2017
  5. The Ohio State UniversityAug 2014 to May 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (IL).

Urban Financial Advisory Corporation

Legal name: Urban Financial Advisory Corp

$1.5BAssets managed
260Clients
3Advisers
32 yearsIn 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
8233902
Firm CRD
110057
Advisor's SEC record (opens in a new tab)
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