Kevin Michael Curley

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

• 04/2012 → 05/2017
  Ubs Financial Services Inc.
  Plano, TX
• 05/2017 → 08/2025
  Commonwealth Financial Network
  Waltham, MA
• 05/2017 → 01/2025
  Global Wealth Advisors, Llc
  Dallas, TX
• 01/2025 → Present
  Clearfront Advisory
  Dallas, TX
• 08/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2019-04-10 → 2025-02-27
  Global Wealth Advisors
  Lewisville, TX
  Dallas , TX
• 2012-07-11 → 2017-05-26
  Ubs Financial Services Inc.
  Dallas, TX
  Plano, TX
  Dallas, TX

Other Businesses

1. Sole Owner, Koele Capital LLC a Private Entity established to facilitate Securities, advisory, and insurance Business; as of 05/04/2017; Approximately 5% time spent during securities trading hours per month; Conducted at branch location; Investment related. 2. Fixed insurance sales; as of 11/23/2021; 1% of time spent during business hours; Conducted at branch location; Investment related.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-10

Other Names

• Kevin Michael Curley