Brian Thomas Curtis

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2015 → 04/2017
  Pnc Investments
  Lexington, KY
• 08/2015 → 04/2017
  Pnc Bank
  Lexington, KY
• 04/2017 → 11/2018
  Jp Morgan Chase Bank
  Lexington, KY
• 04/2017 → 11/2018
  Jp Morgan Securities, Llc
  Lexington, KY
• 02/2016 → 03/2017
  Lil Feesh Worldwide, Llc
  Lexington, KY
• 11/2018 → 08/2023
  Tiaa
  Lexington, KY
• 11/2018 → 08/2023
  Tiaa-Cref Individual & Institutional Services, Llc
  Lexington, KY
• 08/2023 → 04/2024
  Strategic Wealth Partners Ltd
  Lexington, KY
• 04/2024 → Present
  Fwg Investments, Llc
  Lexington, KY

Previous Registrations

• 2024-04-29 → 2024-08-12
  Fwg Investments, Llc
  Lexington, KY
• 2023-09-01 → 2024-04-23
  Strategic Wealth Partners, Ltd.
  Lexington, KY
  Independence, OH
• 2018-12-12 → 2023-04-05
  Tiaa-Cref Individual & Institutional Services, Llc
  Lexington, KY
• 2017-05-30 → 2018-12-06
  J.P. Morgan Securities Llc
  Lexington, KY
• 2015-09-22 → 2017-04-28
  Pnc Wealth Management Llc
  Lexington, KY
  Lexington, KY
• 2015-06-29 → 2015-09-04
  Strategic Advisers Llc
  Covington, KY

Exams

• S66 Uniform Combined State Law Examination
  2015-06-22
• S63 Uniform Securities Agent State Law Examination
  2013-08-29

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Brian T Curtis
• Brian Curtis
• Brian Thomas Curtis