Deane Curtiss, financial advisor Rancho Santa Fe CA
93 score

Deane Curtiss

CRD Number: 1210243
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Deane Curtiss (CRD# 1210243) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rancho Santa Fe, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America,na Rancho Sante Fe, CA Aug 2009 - Current 7
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rancho Santa Fe, CA Feb 2009 - Current 7
Morgan Stanley & Company, Incorporated Rancho Sante Fe, CA Apr 2007 - Feb 2009 1
Morgan Stanley Dw Rancho Santa Fe, CA Mar 2001 - Apr 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1983
S65 NASAA Investment Advisors Law Examination Jun 1994
Contact Info for Deane L. Curtiss
Phone Number: 800-637-7455
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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

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