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Curtis El

Nfsg Corporation
20 Years of Experience
Sewickley, PA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Curtis El is a registered investment advisor at Nfsg Corporation, based in Sewickley, PA, with 20 years of industry experience. Curtis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.

Nfsg Corporation
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
76 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is up to 2%.

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

Location

1712 Mount Nebo Road, Sewickley, PA, 15143

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
February 2017
Final
Customer Dispute
February 2015
Settled
Employment Separation After Allegations
June 2011
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Curtis is the 100% owner of Randle El Wealth Advisors, LLC, operating as a financial and insurance services provider, and an independent fixed insurance agent. These activities take about a quarter of his time each. Curtis also serves on the board of the Pittsburgh Historic Landmarks Foundation and Endowment Finance Committee and is a volunteer board member for the Greater YMCA of Pittsburgh, dedicating minimal time to each.

Employment History
Current Registrations
Nfsg Corporation
June 2018 - Present · 8 yrs 4 mos
Newbridge Securities CorporationBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
International Assets Investment Management, LLC
January 2016 - February 2018 · 2 yrs 1 mo
International Assets Advisory, LLCBroker
December 2015 - February 2018 · 2 yrs 2 mos
International Assets Investment Management, LLC
December 2015 - December 2015 · 0 mos
Coastal Investment Advisors
December 2014 - December 2015 · 1 yr
Coastal Equities, INC.Broker
December 2014 - December 2015 · 1 yr
Cetera Advisors LLC
November 2014 - December 2014 · 1 mo
Cetera Advisors LLCBroker
November 2014 - December 2014 · 1 mo
Cambridge Investment Research Advisors, INC.
November 2011 - November 2014 · 3 yrs
Cambridge Investment Research, INC.Broker
November 2011 - November 2014 · 3 yrs
PNC Investments
March 2009 - June 2011 · 2 yrs 3 mos
PNC InvestmentsBroker
March 2009 - June 2011 · 2 yrs 3 mos
Hefren-Tillotson, INC.
November 2005 - December 2008 · 3 yrs 1 mo
Hefren-Tillotson, INC.Broker
June 2005 - December 2008 · 3 yrs 6 mos
State Registrations6 states
INMDMIOHPATX
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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