DC
DC

Dechristopher Curtin

15 Years of Experience
Morristown, NJ
BrokerSells Insurance

Dechristopher Curtin is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 15 years of industry experience. Dechristopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
753 advisors
Number of Clients
137,723 clients
Average Client Portfolio
$300K average
Assets Under Management
$41.4B

Fee Structure

Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.

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Location

305 Madison Avenue, Morristown, NJ, 07960

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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

Dechristopher operates under Edwards Porter Group as a DBA for his LPL business and also sells non-variable insurance through various carriers, dedicating about a quarter of his time to each. He also coaches at Anderson County High and FC Alliance, and provides investment advisory services through Private Advisor Group.

Employment History
Current Registrations
Private Advisor Group, LLC
October 2017 - Present · 8 yrs 7 mos
LPL Financial LLCBroker
October 2017 - Present · 8 yrs 7 mos
Previous Registrations
Waddell & Reed
July 2010 - October 2017 · 7 yrs 3 mos
Waddell & ReedBroker
June 2010 - October 2017 · 7 yrs 4 mos
State Registrations1 state
TN
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.