William Patrick Curtis

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 02/2016 → 05/2021
  Mml Investors Services
  Bala Cynwyd, PA
• 09/2015 → 05/2021
  Massmutual
  Bala Cynwyd, PA
• 05/2021 → 03/2026
  Mutual Of America
  Blue Bell, PA
• 03/2026 → Present
  Fisher Investments
  Bryn Mawr, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-03-06
• S63 Uniform Securities Agent State Law Examination
  2018-05-11

Other Names

• William Patrick Curtis
• William Curtis