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AC
CFP
AC
CFP
Aaron Bradley Curry
Cerity Partners LLC
11 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
Insurance Planning
Divorce Planning
Education Planning
Charitable Giving
High Net Worth
Business Owners
Cerity Partners LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
571 advisors
Number of Clients
19,810 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$122.8B
Fee Structure
Financial Planning:
Included in AUM fee
Investment Management
Planning
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Location
99 Park Avenue, 16th Floor, New York, NY, 10016
Get directions
History
Regulatory History (2)
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
.
Customer Dispute
December 2020
Denied
Employment Separation After Allegations
May 2020
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Cerity Partners LLC
February 2025 - Present · 1 yr
Previous Registrations
Private Wealth Asset Management
April 2022 - January 2025 · 2 yrs 9 mos
Raymond James Financial Services Advisors, INC
July 2020 - April 2022 · 1 yr 9 mos
Raymond James Financial Services, INC.
Broker
July 2020 - April 2022 · 1 yr 9 mos
The Huntington Investment Company
Broker
December 2017 - June 2020 · 2 yrs 6 mos
Huntington Financial Advisors
December 2017 - June 2020 · 2 yrs 6 mos
Key Investment Services LLC
September 2015 - October 2017 · 2 yrs 1 mo
Key Investment Services LLC
Broker
May 2014 - October 2017 · 3 yrs 5 mos
State Registrations
1 state
TX
Advisor
Exams
No exam information available for this advisor.
Aaron Bradley Curry - Financial Advisor | TrueAdvisor