Matthew Curtis, financial advisor Gold River CA
78 score

Matthew Curtis

CRD Number: 6288664
Current Firm: Alpha Retirement Wealth, LLC

Matthew Curtis (CRD# 6288664) is an Investment Advisor Representative working at Alpha Retirement Wealth, LLC in Gold River, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Alpha Retirement Wealth, LLC Gold River, CA Aug 2015 - Current 2
Asurea Insurance Services Roseville, CA Jan 2015 - Current 3
Retirement Wealth Advisors, Inc. Sacramento, CA Jan 2015 - Feb 2017 2
Springer Financial Advisors Sacramentoa, CA Jan 2014 - Jan 2015 1
Asurea Insurance Services Sacramento, CA Feb 2011 - Jan 2014 2
Sacramento County Sheriff Sacramento, CA Jan 2000 - May 2011 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Matthew S. Curtis
Phone Number: 916-229-8346
Firm Website:
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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