Curtis Sahler is a registered investment advisor, based in Boston, MA, with 23 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold.
Location
100 Federal St, Boston, MA, 02110
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Regulatory History (1)
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Customer Dispute
September 2006Settled
Employment History
Current Registrations
Franklin Distributors, LLC
July 2024 - Present · 2 yrs 3 mos
Franklin Distributors, LLCBroker
July 2024 - Present · 2 yrs 3 mos
Putnam Investment Management, LLC
May 2023 - Present · 3 yrs 5 mos
Previous Registrations
Putnam Retail Management Limited PartnershipBroker
May 2023 - July 2024 · 1 yr 2 mos
Morgan Stanley
April 2023 - May 2023 · 1 mo
Morgan StanleyBroker
June 2021 - May 2023 · 1 yr 11 mos
Ivy Distributors, INC.Broker
May 2007 - April 2021 · 13 yrs 11 mos
Waddell & ReedBroker
May 2007 - April 2021 · 13 yrs 11 mos
Ohio Savings Securities, INC.Broker
May 2002 - July 2006 · 4 yrs 2 mos
The Huntington Investment CompanyBroker
February 2002 - March 2002 · 1 mo
State Registrations7 states
CACTFLMANYORWA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.
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