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CN

Curtis M. Nicholls

PIONEER FORTRESS CONSULTING
Lewisburg, PA
Some features on this profile are disabled
CRD#: 7061663
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Professional summary

Curtis Michael Nicholls is a registered financial advisor currently at PIONEER FORTRESS CONSULTING LLC located in Lewisburg, Pennsylvania.

Curtis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Curtis has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Curtis Michael Nicholls'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®
None

Experience

Current

March 11, 2019 - Present

PIONEER FORTRESS CONSULTING LLC

RIA
CRD#: 298605
Lewisburg, PA

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
Pennsylvania
(3/11/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/8/2019
Uniform Investment Adviser Law Examination

Current Firm

PF
PIONEER FORTRESS CONSULTING LLC
PIONEER FORTRESS CONSULTING LLC

CRD#: 298605 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (3/11/2019 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Lewisburg, PA
Mailing Address
Phone number
(570) 768-0989
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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.

Company Information

PIONEER FORTRESS CONSULTING LLC

CRD#: 298605Lewisburg, PA

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