Curtis Overway, financial advisor Oakland CA
90 score

Curtis Overway

CRD Number: 4520075
Current Firm: Ngam Advisors, LP

Curtis Overway (CRD# 4520075) is an Investment Advisor Representative working at Ngam Advisors, LP in Oakland, CA and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cdc Ixis Asset Management Advisors Group Oakland, CA Jan 2002 - Current 14

Curtis Overway has no recent exams reported.
Contact Info for Curtis L. Overway
Phone Number: 617-449-2813
Registered State(s):
  • CA
  • TX
  • LA
  • MA
  • OK
By the Numbers
  • Total Assets Under Management
    16,463
    MILLIONS
  • Total Number of Accounts
    20,085
    ACCOUNTS
  • Average Account Value
    $819,670
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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