Robert Curtiss is a CFP-designated registered investment advisor, based in Pasadena, CA, with 27 years of industry experience.
Location
155 Lake Ave., Suite 780, Pasadena, CA, 91101
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Robert works as a financial advisor for Signature Estate & Investment Advisors LLC, dedicating full-time hours to RIA sales and service. He also works as a financial advisor doing some insurance business, dedicating minimal time to this activity.
Employment History
Current Registrations
Signature Estate Securities, LLCBroker
Seia
Previous Registrations
Osaic Wealth, INC.Broker
Signator Investors, INC.Broker
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Crowell Weedon & CO.
Crowell Weedon & CO.Broker
Crowell, Weedon & CO.Broker
Crowell, Weedon & CO.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Nylife Securities INC.Broker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.