Curtis Cayle Cook

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 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

• 10/2014 → 11/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 05/2011 → 12/2017
  The Resource Center
  Springfield, MO
• 07/2015 → 12/2017
  Living Waters Church
  Estero, FL
• 02/2019 → 12/2022
  Madison Avenue Securities, Llc
  San Diego, CA
• 01/2018 → Present
  Ever Church
  Naples, FL
• 12/2022 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2019 → Present
  Pfs Wealth Management Group
  Naples, FL

Previous Registrations

• 2019-03-01 → 2022-12-31
  Madison Avenue Securities, Llc
  San Diego, CA
  Naples, FL
  Naples, FL
• 2014-10-29 → 2017-11-21
  Global Financial Private Capital, Inc.
  Springfield, MO
  Sarasota, FL
  Estero, FL
  Naples, FL

Other Businesses

1. PFS WEALTH MANAGEMENT GROUP; YES INVESTMENT RELATED; 23 WEST 8TH ST, BAYONNE, NJ 07002; INSURANCE SALES; ADVISOR; START DATE 03/2019; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. EVER CHURCH; NOT INVESTMENT RELATED; 1470 ROCK RD, NAPLES, FL 34120; CHURCH MINISTRY; PASTOR; START DATE 01/2018; APPROX 10 HRS/MONTH; APPROX 00 HRS/MONTH DURING TRADING; LEAD AND TEACH HOME CHURCH/SMALL GROUPS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-06