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AC
CFP
AC
CFP

Ashley Curiel

Golden State Wealth Management, LLC
19 Years of Experience
Reno, NV
BrokerSells Insurance
View SEC Summary
View SEC Summary

Ashley Curiel is a CFP-designated registered investment advisor at Golden State Wealth Management, LLC, based in Reno, NV, with 19 years of industry experience. Ashley is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 4,192 clients with $2.2B in assets under management.

Golden State Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
48 advisors
Number of Clients
4,192 clients
Average Client Portfolio
$529K average
Assets Under Management
$2.2B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee for asset management and comprehensive portfolio management will not exceed 2.00%. Fees are negotiable and billed quarterly in advance. Different programs custodied with LPL Financial have separate maximum fee caps ranging up to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

200 S. Virginia St. Suite 800, Reno, NV, 89501

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Ashley is an agent for non-variable insurance, dedicating minimal time to it. She also provides investment advisory services through Golden State Wealth Management, LLC and Golden State Asset Management, LLC, and is an owner of Sparks Curiel LLC.

Employment History
Current Registrations
Golden State Wealth Management, LLC
February 2017 - Present · 9 yrs 8 mos
LPL Financial LLCBroker
April 2016 - Present · 10 yrs 6 mos
Previous Registrations
LPL Financial LLC
April 2016 - May 2017 · 1 yr 1 mo
Cuso Financial Services, L.P.
April 2007 - April 2016 · 9 yrs
Cuso Financial Services, L.P.Broker
February 2007 - April 2016 · 9 yrs 2 mos
State Registrations19 states
ARAZCACOGAHIIDMDNJNMNVNYORPASDTXUTWAWY
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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