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Michelle Louise Pagnott

CURTIS WEALTH MANAGEMENT GROUP, LLC·ST PETERSBURG, Florida
Clean recordCURTIS WEALTH MANAGEMENT GROUP, LLC
4424 45TH ST SOUTH, ST PETERSBURG, FL 33711CRD# 2517497Firm CRD# 130833

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michelle Louise Pagnott · ST PETERSBURG, FL
Registration
CRD #2517497 · CURTIS WEALTH MANAGEMENT GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michelle Louise Pagnott 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CURTIS WEALTH MANAGEMENT GROUP, LLC
CURTIS WEALTH MANAGEMENT GROUP, LLC
AUM
$19M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CURTIS WEALTH MANAGEMENT GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Commissions
Regulatory
SEC/IARD CRD# 2517497
Firm CRD# 130833
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michelle Louise Pagnott offer?
Michelle Louise Pagnott specializes in Financial Planning, Investment Management. Contact their office in ST PETERSBURG, Florida for a consultation.
What are Michelle Louise Pagnott's credentials?
Michelle Louise Pagnott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Louise Pagnott located?
Michelle Louise Pagnott 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 Michelle Louise Pagnott charge for services?
Michelle Louise Pagnott'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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Other Advisors at CURTIS WEALTH MANAGEMENT GROUP, LLC

Kelly Gene Curtis
ST PETERSBURG, FL

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