Curtis Ryan Trimble
Professional Summary
Curtis Ryan Trimble is a registered financial advisor currently at QUARTON CAPITAL PARTNERS located in Birmingham, Michigan. Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Curtis has worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 16, Series 87, Series 86, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Years of Experience
26 years in the financial services industry
Current & Past Employments
Current
Past
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Current Firm
QUARTON CAPITAL PARTNERS | QUARTON CAPITAL PARTNERS LLC
Contact Information
Main Address
280 W. Maple Rd Suite 230, Birmingham, MI 48009Phone Number
(713) 444-3560# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
1AUM (Assets Under Management)
$1,008,523Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
State Registrations and Notice Filings
(5/22/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Aug 2004About the Series 87 examSimilar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
CRS (Client Relationship Summary) - RIA
Click below to view Curtis Ryan Trimble's CRS (Customer Relationship Summary).
Similar Advisors
STRATEGIC ADVISERS LLC
LPL ENTERPRISE, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC
PFS INVESTMENTS INC.
