Aaron
Curry
Private Wealth Asset Management
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About this Advisor
Aaron Curry is a certified financial planner working out of Midland, Texas. Curry currently works for Private Wealth Asset Management. During their career, Curry has held roles at Keybank, Huntington National Bank, Key Investment Services LLC, Citizens Bank, The Huntington Investment Company, Raymond James Financial Services, Inc, Peoples Investment Services, Peoples Bank and Private Wealth Asset Management. Curry has Series 66 and Series 63 licenses, designating them as a securities agent, and is able to work in Texas. Private Wealth Asset Management is a registered investment firm that has its headquarters in Cedar Rapids, IA. The firm has offices in five locations and a total of 42 people on staff. It manages $926 million in total assets among its 1,140 accounts, making it one of the bigger firms in the country by assets under management. Of its 1,140 accounts, 90% belong to high-net-worth clients who have more than $1 million in assets available to invest. Private Wealth Asset Management offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services typically vary depending on the type of financial services provided. However, fee types billed by Private Wealth Asset Management can consist of any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Private Wealth Asset Management Brokerage Details
$926,236,729
42
1,140
$812,488
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Aaron Curry Work History
Aaron has been registered as a financial advisor for 0 years.*
Private Wealth Asset Management
Raymond James Financial Services, Inc
Peoples Investment Services
Peoples Bank
Citizens Bank
The Huntington Investment Company
Key Investment Services LLC
Key Investment Services LLC
Keybank
Huntington National Bank
*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 Aaron 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 Private Wealth Asset Management
Cedar Rapids, IA
Midland, TX
Cedar Rapids, IA
Omaha, NE
Midland, TX
Cedar Rapids, IA
Omaha, NE
San Antonio, TX
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.
