Curt Coulter is a registered investment advisor at Morgan Stanley, based in Sewickley, PA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2100 Georgetown Drive, Suite 500, Sewickley, PA, 15143
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Curt serves as a trustee for his brother's trust since 2015. He is also a board member of Boars Room LLC, a restaurant/bar/nightclub, spending a few hours per week on sales and marketing.
Employment History
Current Registrations
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
State Registrations33 states
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