EC
EC

Eric Curtiss

13 Years of Experience
Bellevue, WA

Eric Curtiss is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Bellevue, WA, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
18 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

11100 NE 8th St, Suite 400, Bellevue, WA, 98004

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric is the manager of 1202 Investments LLC, an investment-related entity for his personal investments since 2017. He dedicates minimal time to administrative tasks for this entity.

Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
November 2012 - Present · 13 yrs 6 mos
State Registrations1 state
WA
Advisor

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.
Eric Curtiss - Financial Advisor | TrueAdvisor