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Caroline Alma Curts

Sand Hill Global Advisors, LLC

Palo Alto, CA

CRD 5567150

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Employer firm

Sand Hill Global Advisors, LLC CRD 111295

$4.39B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Sand Hill Global Advisors, Llc

245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2012-11-28
  • CA RA
    APPROVED
    Since 2012-11-28

Branch Locations

245 Lytton Avenue Suite 300, Palo Alto, CA 94301 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sand Hill Global Advisors, Llc Palo Alto CA 08/2012 03/2018
Sand Hill Global Advisors, Llc Palo Alto CA 03/2018 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-24
  • S66 Uniform Combined State Law Examination
    2009-02-24
Designations
  • Certified Financial Planner
Other Names
  • Caroline Alma Wang

View on SEC IAPD

Nearby Firms

STRATEGIC ADVISERS LLC
CITIGROUP GLOBAL MARKETS INC.
DCVC

Nearby Investors

DANIEL P MCGOVERN
SIRMA M TZOUTZOVA
LARYSA P SMYKOVSKAYA

Nearby Offices

STRATEGIC ADVISERS LLC · PALO ALTO, CA
CITIGROUP GLOBAL MARKETS INC. · Palo Alto, CA
DCVC · PALO ALTO, CA

More in Palo Alto, CA

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