Curtis H. Parry
UNIQUE WEALTH
TAMPA, FL 33609
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CRD#: 4129260
Professional summary
Curtis Hugh Parry JR., CFP®, ChFC®, CLU®, who also goes by Curtis H Parry Jr., is a registered financial advisor currently at UNIQUE WEALTH, LLC located in Tampa, Florida.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Curtis has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Curtis H Parry Jr.
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) MAY EARN COMMISSIONS FROM INSURANCE COMPANIES NOT AFFILIATED WITH NORTHWESTERN MUTUAL FOR SALES OF NON-VARIABLE LIFE, HEALTH, ANNUITY AND/OR DISABILITY INCOME INSURANCE PRODUCTS. (2).BUSINESS 50% OWNERSHIP, TOGETHER WE ARE UNIQUE, LLC, LEGAL ENTITY, 57.5% OWNERHSIP, UNIQUE WEALTH & 100% OWNERSHIP UNIQUE TOGETHER FOREVER - RECEIVING WMC COMPENSATION FROM PERSONAL PRODUCTION, START DATE: 06/23/2020, HOURS PER MONTH: 41-79, HOURS DURING SECURITIES TRADING HOURS: 41-79, CEO/FOUNDER. INVESTMENT RELATED (3) Electus Global Education Co, Inc.; Investment-Related (Financial Literacy for Youth); 2601 E 7th Avenue Tampa FL 33605; Advisor; 8/16/22; 4hrs/mo; Introduction to prospective funding/financing partners including corporate funders, venture capitalists, financial institutions, social impact investors, private investors, and angel investors. Introductions to prospective corporate sponsors and benefactors including large corporations, SMEs, non-profits, industry organizations, and other business partners. Introductions to prospective customers including private schools, public schools, charter schools, homeschool networks, religious organizations, corporate employees, and youth organizations. General business advisory and guidance. Be available from time to time as a resource for the company's senior executives and board members.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Hugh Parry JR.'s CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
June 2, 2021 - Present
UNIQUE WEALTH, LLC
Office #1: 4830 W Kennedy Blvd Ste 100, Tampa, FL 33609RIA
CRD#: 312462
TAMPA, FL
Past
January 23, 2006 - September 8, 2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
RIA
CRD#: 2881
Tampa, FL
Past
May 26, 2000 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
March 20, 2000 - March 12, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
Tampa, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
UNIQUE WEALTH, LLC
ALENZIA WEALTH | UNIQUE WEALTH, LLC | ALENZIA WEALTH MANAGEMENT, LLC
CRD#: 312462 / SEC#: 801-120294
RIA
Registered Investment Advisory firm - (2/12/2021 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(6/2/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
UW
UNIQUE WEALTH, LLC
ALENZIA WEALTH | UNIQUE WEALTH, LLC | ALENZIA WEALTH MANAGEMENT, LLC
CRD#: 312462 / SEC#: 801-120294
RIA
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Contact information
Main Address
4830 W Kennedy Blvd Ste 100, Tampa, FL 33609
Mailing Address
Phone number
(813) 816-2030
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (13 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,470 |
| AUM (Assets Under Management) | $ 766,513,740 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
UNIQUE WEALTH, LLC
CRD#: 312462Tampa, FL 33609TRUST BUT VERIFY
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