Curtis Meono
Curtis Meono is a registered investment advisor at Cetera Investment Advisers LLC, based in Pinckney, MI, with 17 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Pinckney, MI
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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 →Other Business ActivitiesSells Insurance
Curtis sells life, disability, annuities, and long-term care insurance with various companies since 2019. He also works as a registered administrative assistant for Vantage Financial Group, Inc., dedicating a full-time commitment to this role.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Walnut Street Securities, INC.Broker
Walnut Street Securities, INC.
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Proequities, INC.Broker
First Investors CorporationBroker
State Registrations1 state
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