Martin Curry
Martin Curry is a CFP, ChFC-designated registered investment advisor at First Shore Private Wealth, based in Salisbury, MD, with 12 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
First Shore Private Wealth charges up to 3% per year of the amount you invest in certain tax-advantaged investments like Delaware Statutory Trusts. This fee covers the life of the investment and includes both debt and equity. The fee is charged in advance, up to six months at a time, and is synchronized with the distributions from the investments. The exact timing and frequency of fees will vary based on the specific investment.
Location
Salisbury, MD
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Martin is the president and owner of Curry Chiropractic Health Center PA since 1990, spending minimal time on administrative tasks. He also owns First Shore Realty as a licensed broker since 1990, dedicating a few hours per week, and owns First Diversified Investors, LLC, a real estate holding company, since 2015, spending minimal time.
Employment History
Current Registrations
First Shore Private Wealth
Cs Planning CORP
Previous Registrations
Coastal Investment Advisors
State Registrations1 state
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