Curtis Meyer (CRD# 7652195) is an Investment Advisor Representative working at Mml Investors Services, LLC in Guilford, CT and has 1 year of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 5623606
Citizens Securities, Inc.
CRD# 4288358
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Guilford, CT | Nov 2022 - Current | 1 |
| Massmutual Life Insurance Co | Guilford, CT | Oct 2022 - Current | 1 |
| Deep River Elementary School | Deep River, CT | Aug 2015 - Aug 2022 | 7 |
| Marek Construction | Haddam, CT | Jun 2015 - Aug 2015 | < 1 |
| University Of New Haven | New Haven, CT | Sep 2014 - May 2015 | < 1 |
| Phyllis Bodel Childcare Center At Yale | New Haven, CT | Sep 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CT
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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