KC
CFP
KC
CFP

Kevin Charles Curtis

34 Years of Experience
Broker
Areas of Practice
Estate PlanningTax PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
33 advisors
Number of Clients
1,139 clients
Average Client Portfolio
$20.8M average
Assets Under Management
$23.6B

Fee Structure

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Location

330 East Park Drive, Harrisburg, PA, 17111

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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

Kevin serves on the board of directors for the Greater Carlisle Chamber of Commerce & Carlisle Business Education Foundation and the Susquehanna Art Museum, dedicating minimal time to each. He also works as an advisor for Summit Trail Advisors, LLC, spending about a quarter of his time providing investment advice.

Employment History
Current Registrations
Summit Trail Securities, LLCBroker
September 2019 - Present · 6 yrs 5 mos
Summit Trail Advisors, LLC
August 2019 - Present · 6 yrs 6 mos
Previous Registrations
M&t Securities, INC.
January 2017 - September 2019 · 2 yrs 8 mos
M&t Securities, INC.Broker
February 1995 - September 2019 · 24 yrs 7 mos
Liberty Securities CorporationBroker
June 1991 - February 1995 · 3 yrs 8 mos
State Registrations12 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.