Curtis L. Weil
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Curtis Leslie Weil, who also goes by Curt Weil, was a registered financial professional .
Curtis is a previously registered financial professional and started their career in finance in 1969. Curtis had worked at 4 firms and has passed the Series 63, PC and Series 1 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2011 - October 17, 2013
SILICON VALLEY WEALTH ADVISORS, LLC
April 6, 2004 - December 31, 2005
SILICON VALLEY WEALTH ADVISORS, LLC
May 16, 1990 - December 10, 1992
EQIS SECURITIES, LLC
April 11, 1988 - April 12, 1990
LEHMAN BROTHERS INC.
April 24, 1969 - April 11, 1988
E. F. HUTTON & COMPANY INC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
PC
Date: 8/31/1977
AMEX Put and Call ExamSeries 1
Date: 4/21/1969
Registered Representative ExaminationCurrent Firm
SILICON VALLEY WEALTH ADVISORS, LLC
CRD#: 106017 / SEC#: 801-41892
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 796 |
| AUM (Assets Under Management) | $ 329,150,035 |
Red Flags
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