Zachary Curtis is a CFP, ChFC-designated registered investment advisor, based in Princeton, NJ, with 8 years of industry experience.
Location
1 University Square Drive, Princeton, NJ, 08540
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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.
Learn about disclosures →Employment History
Current Registrations
Blackrock Investments, LLCBroker
December 2024 - Present · 1 yr 5 mos
Blackrock Investment Management, LLC
December 2024 - Present · 1 yr 5 mos
Previous Registrations
Pgim Investments LLC
January 2024 - November 2024 · 10 mos
Prudential Investment Management Services LLCBroker
January 2024 - November 2024 · 10 mos
Northwestern Mutual Investment Services,llc
July 2018 - November 2023 · 5 yrs 4 mos
Northwestern Mutual Investment Services, LLCBroker
July 2018 - November 2023 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2017 - May 2018 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2017 - May 2018 · 9 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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Exams
No exam information available for this advisor.