Clinton Curtright, financial advisor San Diego CA
90 score

Clinton Curtright

CRD Number: 5921560
Current Firm: Morgan Stanley

Clinton Curtright (CRD# 5921560) is an Investment Advisor Representative working at Morgan Stanley in San Diego, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley San Diego, CA Mar 2014 - Current 2
Callan Capital LLC La Jolla, CA May 2011 - Jan 2014 2
Unemployed San Diego, CA Oct 2010 - May 2011 < 1
Kelly Capital/galsa Division San Diego, CA Oct 2009 - Oct 2010 1
Student San Diego, CA Jul 2008 - Oct 2009 1
Kelly Capital San Diego, CA Apr 2007 - Jul 2008 1
American Medical Response San Diego, CA Mar 2006 - Apr 2007 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2011
S63 Uniform Securities State Law Examination May 2014
Contact Info for Clinton E. Curtright
Phone Number: 914-225-5510
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, 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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