Sean
Curtis
U.S. Bancorp Investments, Inc
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About this Advisor
Sean Curtis is a financial advisor based in Medina, Ohio, working with U.S. Bancorp Investments, Inc. Sean has previously held positions at Pnc Bank, Pnc Investments, Ganley Nissan, U.S. Bank, and U.S. Bancorp Investments, Inc. Sean has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Ohio. Currently, Sean is part of U.S. Bancorp Investments, Inc, which operates out of Medina, Ohio. The firm has 1,644 offices and 2,307 employees. The firm manages assets totaling $15.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at U.S. Bancorp Investments, Inc includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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U.S. Bancorp Investments, Inc Brokerage Details
$15,874,717,608
2,307
60,028
$264,455
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Sean Curtis Work History
U.S. Bancorp Investments, Inc
U.S. Bank
Pnc Bank
Pnc Investments
Pnc Bank
Pnc Investments
Ganley Nissan
Pnc Bank
Pnc Investments
Disclosures
Please visit the SEC profile of Sean Curtis 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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