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Curtis Hugh Parry

Unique Wealth, LLC

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About Curtis Hugh Parry

Curtis Parry is a financial advisor in Clearwater, FL. Curtis has been working in the financial industry for over 20 years. Curtis is a Certified Financial Planner and a Chartered Financial Consultant. Curtis works with individuals and families to develop and implement financial plans. Curtis is also a registered representative of Unique Wealth, LLC. Curtis has been with Unique Wealth, LLC since 2021. Prior to that, Curtis worked for Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated.

Firm Information

Curtis Parry is currently registered with Unique Wealth, LLC. Unique Wealth, LLC is a Registered Investment Advisor headquartered in Clearwater, Florida. The firm provides financial planning and portfolio management services to individuals, businesses, and pension plans. As of the most recent reporting period, the firm managed approximately $626.5 million in assets for 2,063 clients.
Unique Wealth, LLC

311 PARK PLACE BLVD N

CLEARWATER, FL 33759

$626.49M

Assets Under Management

Not reported

Total Clients

8

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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Curtis Parry’s Registration & Firm History

FL

06/02/2021 - Present

Unique Wealth, LLC (CLEARWATER FL)

FL

03/20/2000 - 03/12/2021

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)

WI

05/26/2000 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 09/23/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2005

Series 7 - General Securities Representative Examination

BC

Issued 03/17/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Curtis Hugh Parry. Review regulatory record here.
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