Rupert
Curry
Certified Advisory Corp
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About this Advisor
Rupert Curry is a certified financial planner who works out of Altamonte Springs, Florida with a total of 2 years of industry experience. Curry is currently employed by Certified Advisory Corp. Throughout their career, they have worked at Timberland Of Orlando, Schwab Private Client Inv. Adv., Inc, Charles Schwab & Co., Inc, Charles Schwab Bank, Certified Advisory Corp, National Asset Management, National Securities Corporation and Curry Investment Management, LLC. Curry maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Florida. Certified Advisory Corp is a financial advisory business that has its headquarters in Altamonte Springs, FL. The company has offices in five locations and a total of 38 advisors. It controls $2 billion in assets under management among its 5,503 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to five charities and foundations. Of its 5,503 customer accounts, 19% are held by high-net-worth investors who have at least $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually vary depending on the services. However, fee types billed by Certified Advisory Corp likely are comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certified Advisory Corp Brokerage Details
$1,921,925,914
38
5,503
$349,251
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rupert Curry Work History
Rupert has been registered as a financial advisor for 2 years.*
Certified Advisory Corp
Curry Investment Management, LLC
Timberland Of Orlando
National Asset Management
National Securities Corporation
Charles Schwab & Co., Inc
Charles Schwab Bank
Schwab Private Client Inv. Adv., Inc
*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 Rupert Curry 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 Certified Advisory Corp
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Altamonte Springs, FL
Gainesville, FL
Altamonte Springs, 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.
