Curtis
Hopp

Hartford Funds

CRD#6329242
Investment Advisor
in Wayne, PA

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About this Advisor

Curtis Hopp is a financial advisor based in Wayne, Pennsylvania, working with Hartford Funds. Curtis has previously held positions at Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, and Hartford Funds Distributors, LLC. Curtis has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Curtis is part of Hartford Funds, which operates out of Wayne, Pennsylvania. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

690 Lee Road
Wayne, PA 19087

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Hartford Funds Brokerage Details

Total Assets Under Management

$128,834,812,996

PA Average: $15,833,994,310
Total Number of Employees

384

PA Average: 41
Total Number of Accounts

77

PA Average: 3,342
Average Account Size

$1,673,179,390

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Curtis Hopp Work History

2018 - Present (6 years)

Hartford Funds Distributors, LLC

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2016 (2 years)

Wells Fargo Advisors, LLC

Disclosures

Please visit the SEC profile of Curtis Hopp 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 Hartford Funds

Richard Kuehn
Edmonds, WA
Lori Murphy
Westfield, NJ
Michael Fedak
Wayne, PA
Curtis Hopp
Wayne, PA
Colleen Lynch
Wayne, PA
Cindy Luan
Wayne, PA
Clinton Jones
Wayne, PA
Daniel Miller
Wayne, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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