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Poterack Capital Advisory (“PCA”) is an SEC registered investment adviser with its primary place of business in Charlotte, NC.  PCA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which PCA maintains clients.  PCA may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements.

PCA’s web site is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information is not prohibited by applicable law. Accordingly, the publication of PCA’s web site on the Internet should not be construed by any consumer and/or prospective client as PCA’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Furthermore, the information resulting from the use of tools or other information on this Internet site should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from PCA.

Any subsequent, direct communication by PCA with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  For information pertaining to the registration status of PCA, please contact the United States Securities and Exchange Commission on their web site at www.adviserinfo.sec.gov or the state securities law administrators for those states in which PCA is registered.  A copy of PCA’s current written disclosure statement discussing PCA’s business operations, services, and fees is available from PCA upon written request.

PCA does not make any representations as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PCA’s web site or incorporated herein, and takes no responsibility therefore.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 
Your Team
 
 

Ryan Poterack, CFP®

Chief Executive Officer

 

Amy Kramer

VP, Operations

 

Greg Poterack

Director, Client Services

 

 

Meet the rest of our staff!

 
 
 
 
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Copyright 2007.  Poterack Capital Advisory, Inc. All rights reserved.