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HC

Harry C. Curtis

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CRD#: 725447
HC

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.

Harry Croyle Curtis II, who also goes by Harry C Curtis, Harry Croyle Curtis, was a registered financial professional .

Harry is a previously registered financial professional and started their career in finance in 1981. Harry had worked at 11 firms and has passed the Series 63, SIE, Series 87, Series 16 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Harry C Curtis | Harry Croyle Curtis

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 14, 2016 - August 6, 2020

INSTINET, LLC

BD
CRD#: 7897
NEW YORK, NY
Past

September 20, 2010 - November 14, 2016

NOMURA SECURITIES INTERNATIONAL, INC.

BD
CRD#: 4297
NEW YORK, NY
Past

April 26, 2010 - August 20, 2010

FM PARTNERS HOLDINGS LLC

BD
CRD#: 134736
NEW YORK, NY
Past

March 26, 2002 - May 13, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
NEW YORK, NY
Past

September 1, 1998 - March 25, 2002

ROBERTSON STEPHENS, INC.

BD
CRD#: 41271
SAN FRANCISCO, CA
Past

March 3, 1998 - September 1, 1998

BANCAMERICA SECURITIES, INC.

BD
CRD#: 17977
SAN FRANCISCO, CA
Past

October 19, 1995 - December 18, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

November 4, 1992 - October 3, 1995

HANIFEN, IMHOFF INC.

BD
CRD#: 2126
DENVER, CO
Past

May 22, 1989 - November 4, 1992

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

December 14, 1984 - May 22, 1989

DREXEL BURNHAM LAMBERT INCORPORATED

BD
CRD#: 7323
Past

October 19, 1982 - January 5, 1984

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

September 7, 1982 - November 26, 1984

KIDDER, PEABODY & CO. INCORPORATED

BD
CRD#: 7613
Past

February 23, 1981 - September 16, 1982

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
INSTINET, LLC
INSTINET, LLC
INC TRADING CORPORATION | INSTINET, LLC | INSTINET CLEARING SERVICES, INC.

CRD#: 7897 / SEC#: 801-108490, 8-23669

RIA
Registered Investment Advisory firm - SEC (10/26/2016 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 12/21/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 16
Date: 1/13/1995
NYSE Supervisory Analyst Examination
General Industry/Product Exam

Current Firm


INSTINET, LLC
INSTINET, LLC
INC TRADING CORPORATION | INSTINET, LLC | INSTINET CLEARING SERVICES, INC.

CRD#: 7897 / SEC#: 801-108490, 8-23669

RIA
Registered Investment Advisory firm - SEC (10/26/2016 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
Worldwide Plaza 309 West 49th Street, New York, NY, 10019
Mailing Address
Worldwide Plaza 309 West 49th Street, New York, NY, 10019
Phone number
(212) 310-9500
Established
Delaware since 06/01/2006
Firm type
Limited Liability Company
Fiscal year end
March
Firm Size
Medium
# of Employees
291

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

2025 ILLC FORM ADV PART2A (6/20/2025)

Direct owners and executive officers


NamePositionCRD#
INSTINET HOLDINGS INCORPORATEDDIRECT OWNER
CHIULLI, EUGENE JAMESCHIEF FINANCIAL OFFICER2976702
CONE, RANDI JCHIEF COMPLIANCE OFFICER4811453
KENNIFF, ALICE MASSOCIATE GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER (INVESTMENT ADVISER)5615714
MAURO, LUKEHEAD OF OPERATIONS4188932
MILLIGAN, GERARD THOMASPRESIDENT2907544
SCHAFFNER, CHRISTY EPRINCIPAL FINANCIAL OFFICER2710171
SISKOVIC, JULIE MARIECHIEF COMPLIANCE OFFICER (BROKER-DEALER, CBOE/C2)1385048
WEBB, FARON ROSSGENERAL COUNSEL2452057

Disclosures


Regulatory Event63

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


INSTINET, LLC

INSTINET, LLC

CRD#: 7897

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