Curt Stauffer
CRD Number: 2615431
Current Firm: Cs Planning Corp
Compensation Model: Fee Only
Curt Stauffer (CRD# 2615431) is an independent Investment Advisor Representative working through Cs Planning Corp DBA Seven Summits Capital located in Lancaster, PA. Curt has over 30 years of experience in the finance industry, inclusive of Credit Analyst, Commercial Banker, Private Banker, Equity Analyst, Ortfolio Manager, and Chief Investment Officer.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | Portland, OR | Aug 2020 - Current | 3 |
| Seven Summits Capital, LLC | Lancaster, PA | Jan 2012 - Current | 12 |
| Coastal Investment Advisors | Wilmington, DE | Nov 2011 - Aug 2020 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1995 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- PA
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- 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
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