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Aaron Bradley Curry

Private Wealth Asset Management

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About Aaron Bradley Curry

Aaron Bradley Curry is a financial advisor with Private Wealth Asset Management. Aaron is a Certified Financial Planner™ professional who has been in the financial services industry since 2013. Aaron holds Series 6, 7, 63, and 66 securities licenses, and the SIE designation. He specializes in financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Aaron has experience working with high net worth individuals and other individuals. He has a strong commitment to helping his clients achieve their financial goals.

Firm Information

Aaron Curry is currently registered with Private Wealth Asset Management. Private Wealth Asset Management is an investment advisory firm located in Omaha, NE. With over $1 billion to $10 billion in assets under management, the firm provides financial planning, portfolio management, and 401(k) advisory services to high-net-worth individuals and other investors. They have a team of 22 investment advisor representatives and 7 licensed agents.
Private Wealth Asset Management

1100 CAPITOL AVENUE

OMAHA, NE 68102

$1.87B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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401k advisory services

401k advisory services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Curry’s Registration & Firm History

TX

04/11/2022 - Present

Private Wealth Asset Management (Midland TX)

OH

07/07/2020 - 04/12/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (CUYAHOGA OH)

OH

12/19/2017 - 06/03/2020

THE HUNTINGTON INVESTMENT COMPANY (HARTVILLE OH)

OH

05/09/2014 - 10/04/2017

KEY INVESTMENT SERVICES LLC (UNIONTOWN OH)

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Licenses & Designations

BOTH

Issued 09/18/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/18/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/17/2015

Series 7 - General Securities Representative Examination

BC

Issued 05/09/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 2 public disclosures for Aaron Bradley Curry. Review regulatory record here.
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