Curtis Dean Cone

Employer firm

Cone Advisory Group, Inc. CRD 316457

$17.3M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2014 → 05/2018
  East Carolina University
  Greenville, NC
• 08/2015 → 12/2016
  Skylight Inn Bbq
  Ayden, NC
• 07/2018 → Present
  Cone Advisory Group, Inc.
  Ayden, NC
• 03/2025 → Present
  Cone Advisory Group, Inc.
  Ayden, NC

Other Businesses

CONE ADVISORY GROUP, INC; INVESTMENT-RELATED; AYDEN, NC; INSURANCE AGENT; START DATE: JULY 2018; APPROXIMATELY 80 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-07

Other Names

• Curtis Dean Done