Curtis
Cook
Ae Wealth Management, LLC
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About this Advisor
Curtis Cook is a financial advisor based in Naples, Florida, working with Ae Wealth Management, LLC. Curtis has previously held positions at Global Financial Private Capital, LLC, The Resource Center, Living Waters Church, Madison Avenue Securities, LLC, Ever Church, Ae Wealth Management, LLC, and Pfs Wealth Management Group. Curtis has passed the Series 65 regulatory exam and is registered to provide services in Florida and New Jersey. Currently, Curtis is part of Ae Wealth Management, LLC, which operates out of Naples, Florida. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ae Wealth Management, LLC Brokerage Details
$27,082,623,332
578
277,294
$97,668
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Curtis Cook Work History
Ae Wealth Management, LLC
Pfs Wealth Management Group
Ever Church
Madison Avenue Securities, LLC
Living Waters Church
Global Financial Private Capital, LLC
The Resource Center
Disclosures
Please visit the SEC profile of Curtis Cook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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