Kevin Curtis (CRD# 2147289) is an Investment Advisor Representative working at Summit Trail Advisors, LLC in New York, NY and has over 32 years of experience in the finance industry. Kevin Curtis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Summit Trail Advisors, LLC | Harrisburg, PA | Aug 2019 - Current | 4 |
| Summit Trail Securities, LLC | Harrisburg, PA | Aug 2019 - Current | 4 |
| Wilmington Trust, N.a. | Harrisburg, PA | May 2012 - Aug 2019 | 7 |
| M&t Securities, Inc. | Regional Manager, NY | Feb 1995 - Aug 2019 | 24 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1991 |
- PA
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Total Assets Under Management17,652MILLIONS
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Total Number of Accounts10,249ACCOUNTS
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Average Account Value$1,722,278
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Other
AL, AZ, CA, CT, DC, DE, FL, GA, HI, IA, IL, IN, LA, MA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
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