Unclaimed Profile

Caroline Alma Curts

SAND HILL GLOBAL ADVISORS, LLC·PALO ALTO, California

Series 7, Series 66CFPClean record17 years registeredSAND HILL GLOBAL ADVISORS, LLC

245 LYTTON AVENUE, PALO ALTO, CA 94301CRD# 5567150Firm CRD# 111295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caroline Alma Curts · PALO ALTO, CA

Registration

CRD #5567150 · SAND HILL GLOBAL ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

SAND HILL GLOBAL ADVISORS, LLC

Nov 2012 – present

MORGAN STANLEY SMITH BARNEY LLC

Jun 2009 – Jul 2012

MENLO PARK, CA

CITIGROUP GLOBAL MARKETS INC.

Mar 2009 – Jun 2009

MENLO PARK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 9, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SAND HILL GLOBAL ADVISORS, LLC

CRD 111295 · SEC 801-58002

AUM

$3.4B

Regulatory assets under management

Employees

1,963 client accounts

Services offered by SAND HILL GLOBAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SAND HILL GLOBAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Caroline Alma Curts offer?

Caroline Alma Curts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.

What are Caroline Alma Curts's credentials?

Caroline Alma Curts holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Caroline Alma Curts located?

Caroline Alma Curts is based in PALO ALTO, California, working with SAND HILL GLOBAL ADVISORS, LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Caroline Alma Curts charge for services?

Caroline Alma Curts's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAND HILL GLOBAL ADVISORS, LLC?

SAND HILL GLOBAL ADVISORS, LLC has approximately 32 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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