Curtis Frank Elijah
Investment adviser representative at Empirical Wealth Management
13 yearsExperience
1 stateRegistered in
CFADesignation
$8.4BFirm 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Empirical Wealth ManagementSep 2024 to now
- Franklin Templeton InvestmentsFeb 2018 to Sep 2024
- Private Wealth PartnersJul 2013 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Empirical Wealth Management
Legal name: Empirical Financial Services, LLC
$8.4BAssets managed
2,400Clients
65Advisers
15 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
- 6033591
- Firm CRD
- 152622