Unclaimed Profile

Evan L. Curtis

WEDGEWOOD ASSET MANAGEMENT, LLC·REDONDO BEACH, California

SIE, Series 7, Series 65, Series 66Clean record4 years registeredWEDGEWOOD ASSET MANAGEMENT, LLC

2015 MANHATTAN BEACH BLVD, REDONDO BEACH, CA 90278CRD# 5442607Firm CRD# 312054

Profile Verification

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

Identity

Evan L. Curtis · REDONDO BEACH, CA

Registration

CRD #5442607 · WEDGEWOOD ASSET MANAGEMENT, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEDGEWOOD ASSET MANAGEMENT, LLC

WEDGEWOOD ASSET MANAGEMENT, LLC

Apr 2022 – Nov 2022

REDONDO BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · April 22, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEDGEWOOD ASSET MANAGEMENT, LLC

CRD 312054 · SEC 801-124744

AUM

$188M

Regulatory assets under management

Employees

2 client accounts

Services offered by WEDGEWOOD ASSET MANAGEMENT, LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WEDGEWOOD ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Evan L. Curtis offer?

Evan L. Curtis specializes in Retirement Planning, Fee-Only Advisory.

What are Evan L. Curtis's credentials?

Evan L. Curtis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan L. Curtis located?

Evan L. Curtis is based in REDONDO BEACH, California, last registered with WEDGEWOOD ASSET MANAGEMENT, LLC.

How does Evan L. Curtis charge for services?

Evan L. Curtis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEDGEWOOD ASSET MANAGEMENT, LLC?

WEDGEWOOD ASSET MANAGEMENT, LLC has approximately 4 employees and manages $188M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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