Aaron Bradley Curry

CFP

11 Years of Experience

2 Disclosures

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningEducation PlanningCharitable GivingHigh Net WorthBusiness Owners

Cerity Partners LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

571 advisors

Number of Clients

19,810 clients

Average Client Portfolio

$6.2M average

Assets Under Management

$122.8B

Fee Structure

Financial Planning:Included in AUM fee

Location

99 Park Avenue, 16th Floor, New York, NY, 10016

Get directions

History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.