Curtis J. Pritchard
Professional summary
Curtis J Pritchard, who also goes by Curtis Pritchard, is a registered financial advisor currently at WEXFORD WEALTH ADVISORS LLC located in Wexford, Pennsylvania.
Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Curtis has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Curtis J Pritchard's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 23, 2017 - Present
WEXFORD WEALTH ADVISORS LLC
Office #1: 11676 Perry Highway Suite 2103, Wexford, PA 15090November 12, 2015 - May 24, 2017
JANNEY MONTGOMERY SCOTT LLC
November 12, 2015 - May 24, 2017
JANNEY MONTGOMERY SCOTT LLC
April 12, 2013 - November 19, 2015
LPL FINANCIAL LLC
April 12, 2013 - November 19, 2015
LPL FINANCIAL LLC
December 20, 2011 - April 9, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 21, 2011 - April 9, 2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/23/2017)
(7/20/2022)
Exams
Current Firm
WEXFORD WEALTH ADVISORS LLC
CRD#: 288407 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 271 |
| AUM (Assets Under Management) | $ 50,149,034 |
Red Flags
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