Unclaimed Profile

Kelly Gene Curtis

CURTIS WEALTH MANAGEMENT GROUP, LLC·ST PETERSBURG, Florida

Clean recordCURTIS WEALTH MANAGEMENT GROUP, LLC

4424 45TH ST SOUTH, ST PETERSBURG, FL 33711CRD# 2089200Firm CRD# 130833

Profile Verification

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

Identity

Kelly Gene Curtis · ST PETERSBURG, FL

Registration

CRD #2089200 · CURTIS WEALTH MANAGEMENT GROUP, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelly Gene Curtis is a registered financial advisor based in ST PETERSBURG, Florida, affiliated with CURTIS WEALTH MANAGEMENT GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CURTIS WEALTH MANAGEMENT GROUP, LLC

AUM

$19M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CURTIS WEALTH MANAGEMENT GROUP, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Commissions

Regulatory

SEC/IARD CRD# 2089200

Firm CRD# 130833

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelly Gene Curtis offer?

Kelly Gene Curtis specializes in Financial Planning, Investment Management. Contact their office in ST PETERSBURG, Florida for a consultation.

What are Kelly Gene Curtis's credentials?

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

Where is Kelly Gene Curtis located?

Kelly Gene Curtis is based in ST PETERSBURG, Florida, working with CURTIS WEALTH MANAGEMENT GROUP, LLC. Their office serves clients in the ST PETERSBURG metropolitan area and surrounding communities.

How does Kelly Gene Curtis charge for services?

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

How large is CURTIS WEALTH MANAGEMENT GROUP, LLC?

CURTIS WEALTH MANAGEMENT GROUP, LLC has approximately 1 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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