CJ
Carolyn Jane Herzog
CRD 4159202
Certified Financial Planner
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Corvus Wealth Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Corvus Wealth Advisors Llc
Manager And Chief Investment Officer · Less than 5% · Aug 2024
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Corvus Wealth Advisors Llc
Trustee Of The Carolyn Herzog Revocable Trust, U/D/T Dated October 18, 2017 · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗