Joshua D Hayes
Investment adviser representative at Curtis Advisory Group, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$573.7MFirm 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
- Pension consulting
Experience
17 years in the industry.
- Curtis Advisory Group, LLCJun 2018 to now
- Centaurus Financial, IncAug 2011 to Jun 2018
- Tremblay FinancialJan 2009 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Curtis Advisory Group, LLC
$573.7MAssets managed
157Clients
3Advisers
11 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
- 5655380
- Firm CRD
- 151695