Curtis Stacy Collins

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2005 → Present
  Collins Wealth Management & Tax Strategies
  Oakwood, GA
• 04/2013 → Present
  Commonwealth Financial Network
  Waltham, MA

Other Businesses

1. Fixed insurance sales; as of 07/20/2021; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Co-Owner, BCWCM LLC, an entity created for the purpose of buying and managing residential real estate, as of 07/01/2019; 0% of time spent during business hours; Not Conducted at branch; Investment related. 3. Owner, Kristacy, LLC dba Collins Wealth Management & Tax Strategies; a private entity established to facilitate securities, advisory, and insurance business; as of 5/01/2008; 95% of time spent during business hours; Conducted at branch; Investment related. 4. Owner, Collins Wealth Management, LLC; a private entity established to facilitate securities, advisory, and insurance business; as of 06/01/2014; 0% of time spent during business hours; Conducted at branch; Investment related. 5. Tax Preparation & Accounting services provided by Kristy Slaton through ASA Accounting & Tax Services; as of 05/2008; 0% time spent during business hours; Conducted at branch; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-17

Other Names

• Curtis Collins
• Curtis S Collins