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Curtis Gerstner
12 Years of Experience
Dallas, TX
Broker
Curtis Gerstner is a registered investment advisor at Raymond James & Associates, INC., based in Dallas, TX, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
5956 Sherry Lane, Suite 1900, Dallas, TX, 75225
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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
Previous Registrations
Raymond James & Associates, INC.
December 2024 - March 2026 · 1 yr 3 mos
Exams
No exam information available for this advisor.