Curtis Fay
Curtis Fay is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Milton Grove, PA, with 12 years of industry experience. Curtis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
37 Ferry Ln, Milton Grove, PA, 17847
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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
Curtis is involved in several outside business activities, including being a member of the South Williamsport Lions Club, an investment adviser representative at PALCO FCU, and an OSJ Delegate for The M Group, Inc. He also works as a producer for The Comprehensive Financial Group and an independent insurance agent, dedicating full-time hours to selling insurance and securities products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations28 states
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