Stephen Lay is a CFP-designated registered investment advisor at Curtain Wealth Planning L.L.C., based in Park City, UT, with 23 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 7 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Curtain Wealth provides investment management as part of its wealth management service, which includes financial planning. Investment management is not offered as a standalone service.
Contact
Stephen Lay
Location
Park City, UT
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Curtain Wealth Planning L.L.C.
Previous Registrations
LPL Financial LLCBroker
Linsco/private Ledger CORP.Broker
Scudder Investor Services, INC.Broker
State Registrations2 states
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