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Curtis Eustis, financial advisor New Orleans LA

Curtis Eustis

CRD Number: 4110450
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Compensation Model: Both

Curtis D. Eustis, Senior Vice President - Wealth Management

CONTACT
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Company Name Location Dates Years
Bank Of America, N.a. New Orleans, LA Apr 2011 - Current 13
Merrill Lynch, Pierce, Fenner & Smith Incorporated New Orleans, LA Mar 1999 - Current 25
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2000
Contact Info for Curtis D. Eustis
601 Poydras St, New Orleans, LA 70130
Phone Number: 800-637-7455
Firm Website: http://www.mymerrill.com
Registered State(s):
  • LA
  • MS
  • TX
Current Firm Details
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Firm's CRD Number: 7691
One Bryant Park, New York, NY 10036
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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