Curtis
Parry
Unique Wealth, LLC
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About this Advisor
Curtis Parry is a certified financial planner and chartered financial consultant operating out of Tampa, Florida who has 2 years of relevant experience. Parry is an employee of Unique Wealth, LLC. Over the course of their career, they have held roles at The Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services, LLC, Unique Wealth, LLC, Together We Are Unique, LLC and Northwestern Mutual Wealth Management Company. Parry has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to advise clients in Florida. Unique Wealth, LLC is a financial advisory firm that has its headquarters in Tampa, FL. The company has a total of 10 financial advisors. It oversees $487 million in assets under management among its 1,707 customer accounts, making it one of the larger firms in the country by assets under management. Of its 1,707 accounts, 37% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a few services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees charged by Unique Wealth, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Unique Wealth, LLC Brokerage Details
$486,588,853
10
1,707
$285,055
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Curtis Parry Work History
Curtis has been registered as a financial advisor for 2 years.*
Unique Wealth, LLC
Together We Are Unique, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLC
The Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Curtis Parry to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Unique Wealth, LLC
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
