Curtis Hugh Parry
Investment adviser representative at Unique Wealth, LLC
26 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$965.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Unique Wealth, LLCMar 2021 to now
- Together We Are Unique, LLCJun 2020 to now
- Northwestern Mutual Wealth Management CompanyJul 2008 to Mar 2021
- Northwestern Mutual Investment Services, LLCMar 2000 to Mar 2021
- The Northwestern Mutual Life Insurance CompanyJan 2000 to Mar 2021
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Unique Wealth, LLC
$965.6MAssets managed
846Clients
14Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4129260
- Firm CRD
- 312462