AC
CFP
AC
CFP

Allan Glasgow Curtis

23 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

100 South Brentwood Blvd, St. Louis, MO, 63105

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Allan is a shareholder in Argent Capital since 1999, which is investment-related and requires minimal time. Although Allan is a licensed insurance agent, he does not actively sell insurance products or receive compensation as of 2021, but services existing policies.

Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
July 2002 - Present · 23 yrs 7 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.
Allan Glasgow Curtis - Financial Advisor | TrueAdvisor