Curtis Cayle Cook
Investment adviser representative at Ae Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Curtis Cayle Cook? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
15 years in the industry.
- Ae Wealth Management, LLCDec 2022 to now
- Pfs Wealth Management GroupMar 2019 to now
- Ever ChurchJan 2018 to now
- Madison Avenue Securities, LLCFeb 2019 to Dec 2022
- Living Waters ChurchJul 2015 to Dec 2017
- Global Financial Private Capital, LLCOct 2014 to Nov 2017
- The Resource CenterMay 2011 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 2 states (FL, NJ).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 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
- 6415173
- Firm CRD
- 282580