Michael C. Curtis
Professional summary
Michael C Curtis, who also goes by Michael Charles Curtis, Michael Curtis Curtis, is a registered financial advisor currently at CORNERSTONE INVESTMENT SERVICES located in Providence, Rhode Island.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael C Curtis's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 26, 2009 - Present
CORNERSTONE INVESTMENT SERVICES
Office #1: 245 Waterman Street Suite 301, Providence, RI 02906June 18, 2019 - October 6, 2020
VESTECH SECURITIES, INC.
October 3, 2008 - May 22, 2009
CORNERSTONE INVESTMENT SERVICES
June 11, 2008 - June 4, 2019
CANTELLA & CO., INC.
February 19, 1986 - August 24, 1988
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/6/2017)
(11/24/2015)
(5/26/2009)
(3/30/2012)
Exams
Current Firm
CORNERSTONE INVESTMENT SERVICES
CRD#: 129164 / SEC#: 801-66355
Contact information
Regulatory assets under management
| Total Number of Accounts | 87 |
| AUM (Assets Under Management) | $ 52,853,238 |
Red Flags
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Company Information
CORNERSTONE INVESTMENT SERVICES
CRD#: 129164Providence, RI 02906TRUST BUT VERIFY
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