Greg E. Curvall
Professional summary
Greg Edward Curvall JR., CFP®, who also goes by Greg Edward Curvall, Gregory Edward Curvall Jr., is a registered financial advisor currently at FORT WASHINGTON INVESTMENT ADVISORS INC located in Cincinnati, Ohio.
Greg is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Greg has worked at 3 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Greg Edward Curvall JR.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
May 2, 2025 - Present
FORT WASHINGTON INVESTMENT ADVISORS INC
March 1, 2010 - March 18, 2013
BMO CAPITAL MARKETS CORP.
March 21, 2007 - February 11, 2009
BMO CAPITAL MARKETS CORP.
November 4, 2004 - March 1, 2007
MAN INVESTMENTS INC.
Primary Firm SEC Registration
FORT WASHINGTON INVESTMENT ADVISORS INC
CRD#: 107126 / SEC#: 801-37235
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/2/2025)
Exams
Current Firm
FORT WASHINGTON INVESTMENT ADVISORS INC
CRD#: 107126 / SEC#: 801-37235
Contact information
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,674 |
| AUM (Assets Under Management) | $ 84,948,848,163 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/30/2025 | ||
| 11/04/2024 | ||
| 06/30/2023 | ||
| 11/04/2022 |
Red Flags
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