Curtis Whitaker, financial advisor Kaneohe HI
93 score

Curtis Whitaker

CRD Number: 5364074
Current Firm: Saxony Capital Management, LLC

Curtis Whitaker (CRD# 5364074) is an Investment Advisor Representative working at Saxony Capital Management, LLC in Kaneohe, HI and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Saxony Securities Inc. St. Louis, MO Jan 2015 - Current 1
The Caregiver Foundation Wahiawa, HI Aug 2014 - Current 2
Signator Investors Inc. Honolulu, HI Jul 2008 - Jan 2015 6
The Family Shop Kailua, HI May 2001 - Jul 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2008
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Curtis A. Whitaker
Phone Number: 314-963-9336
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    508
    ACCOUNTS
  • Average Account Value
    $363,273
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, HI, IL, MA, MI, MO, MT, NE, NH, NJ, NY, OH, PA, TX, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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