Curtis T. Bailey

QUIET WEALTH MANAGEMENT

Cincinnati, OH

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CRD#: 5014400

Professional summary

Curtis Todd Bailey, CFP® is a registered financial advisor currently at QUIET WEALTH MANAGEMENT located in Cincinnati, Ohio.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Curtis has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Quiet Wealth Management LLC; Investment-Related; Cincinnati, Ohio; Investment Adviser; Investment Adviser Representative; �[Planner's Start March 2021; Approx. 150 hours/month; Approx. 150 hours/month during trading hours; Provide investment advice and/or financial planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Todd Bailey'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^®

Certified Financial Planner

Start date: 2013

Experience

Current

March 15, 2021 - Present

QUIET WEALTH MANAGEMENT

RIA

CRD#: 312940

Cincinnati, OH

Past

October 12, 2021 - November 3, 2021

ORIGIN INVESTMENT ADVISORY LLC

RIA

CRD#: 305353

CINCINNATI, OH

Past

August 6, 2010 - March 24, 2021

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

CINCINNATI, OH

Past

August 6, 2010 - March 24, 2021

UBS FINANCIAL SERVICES INC.

CRD#: 8174

CINCINNATI, OH

Past

October 8, 2007 - August 10, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CINCINNATI, OH

Past

March 23, 2007 - August 10, 2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CINCINNATI, OH

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

Ohio
(3/15/2021)

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

State Security Law Exam

IAR

Series 66

Date: 10/6/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/22/2007

General Securities Representative Examination

Current Firm

QUIET WEALTH MANAGEMENT

QUIET WEALTH | QUIET WEALTH MANAGEMENT LLC | QUIET WEALTH MANAGEMENT

CRD#: 312940 / SEC#:

Ohio

Registered Investment Advisory firm - (3/15/2021 Approved)

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Contact information

Main Address

Cincinnati, OH

Mailing Address

Phone number

(513) 341-8721

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	145
AUM (Assets Under Management)	$ 39,700,383

Red Flags

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.

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Curtis T. Bailey

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Todd Bailey's CRS (Customer Relationship Summary).

Certified licenses

Experience

QUIET WEALTH MANAGEMENT

ORIGIN INVESTMENT ADVISORY LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 10/6/2007

SIE

Date: 10/1/2018

Series 7

Date: 3/22/2007

Current Firm

QUIET WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

QUIET WEALTH MANAGEMENT

TRUST BUT VERIFY

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