Curtis Eskew, financial advisor Sarasota FL
93 score

Curtis Eskew

CRD Number: 1098983
Current Firm: Eagle Strategies LLC

Curtis Eskew (CRD# 1098983) is an Investment Advisor Representative working at Eagle Strategies LLC in Sarasota, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Mahoney Financial Organization, LLC Ft. Lauderdale, FL Nov 2010 - Current 6
Eskew Financial Group Sarasota, FL Aug 2007 - Current 9
Nylife Securities Inc. Tampa, FL Nov 1982 - Current 34
New York Life Insurance Co New York, NY Jul 1978 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1989
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for Curtis L. Eskew
Phone Number: (888) 695-3245
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    5,154
    MILLIONS
  • Total Number of Accounts
    29,837
    ACCOUNTS
  • Average Account Value
    $172,747
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, 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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