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Curtiss Miller Scott

Todd Asset Management LLC

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About Curtiss Miller Scott

Curtiss Scott is a registered Investment Advisor Representative with Todd Asset Management LLC, based in Louisville, Kentucky. Curtiss has been in the industry since 1990 and has a Series 7 and a Series 65 license. Curtiss specializes in providing investment advisory services, including portfolio management for individuals and businesses, as well as selection of other advisers. Curtiss also provides and updates model portfolios for clients.

Firm Information

Curtiss Scott is currently registered with Todd Asset Management LLC. Todd Asset Management LLC is an investment advisor headquartered in Louisville, Kentucky. The firm provides advisory services to a variety of clients, including high-net-worth individuals, charitable organizations, and state or municipal government entities. Todd Asset Management LLC offers portfolio management for businesses and individuals, and also publishes periodicals and provides selection of other advisors. They have a total of 105 client accounts with approximately $4,469,969,570 in regulatory assets under management.
Todd Asset Management LLC

101 SOUTH 5TH STREET

LOUISVILLE, KY 40202

$4.47B

Assets Under Management

16

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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provide and update model portfolio to platform clients under agreement

Provide and update model portfolio to platform clients under agreement

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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Curtiss Scott’s Registration & Firm History

KY

01/21/2010 - Present

Todd Asset Management LLC (LOUISVILLE KY)

NA

10/01/1990 - 04/02/1991

LAZARD FRERES & CO.

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Licenses & Designations

IA

Issued 06/11/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/28/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Curtiss Miller Scott.
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