Curtis Parry has been Chief Executive Officer/Owner of Unique Wealth since March 2021, is a control person of the firm and directly owns under 5% of it.
Unique Wealth, LLC is a Tampa, FL firm with $966M under management, 846 clients and 12 advisers across 2 offices, as of its August 2026 filing.
Curtis Parry’s longest registration was 10 years at Northwestern Mutual Investment Services,llc (2006–2016). Before joining Unique Wealth in 2021, Curtis Parry was registered through Northwestern Mutual Investment Services,llc.
- Northwestern Mutual Investment Services,llc– · 10 yearsTampa, FL · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
Curtis Parry is registered as an investment adviser representative in Florida, since June 2021.
- FloridaSince 2 June 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 September 2006 |
| Series 7 | General Securities Representative Examination | 2 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2004 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 17 March 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Curtis Hugh Parry
- CRD
- 4129260
- Firm
- Unique Wealth · CRD 312462
- Role
- Chief Executive Officer/Owner
- Office
- 4830 W KENNEDY BLVD, STE 100, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- June 2000
- Disciplinary history
- Not yet shown here · SEC record
Where does Curtis Parry work?
Curtis Parry has been Chief Executive Officer/Owner of Unique Wealth, LLC since March 2021, and is a control person of the firm.
Is Curtis Parry a financial advisor?
Yes. Curtis Parry has a current investment-adviser registration in Florida, through Unique Wealth since June 2021.
How many years of experience does Curtis Parry have?
Curtis Parry has 26 years in the financial industry, since June 2000, across 2 adviser firms.
What exams has Curtis Parry passed?
Curtis Parry has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 66. The earliest, the Series 6, was passed in March 2000. FINRA credited Curtis Parry with the SIE, which began in October 2018.
Where did Curtis Parry work before Unique Wealth?
Before Unique Wealth, Curtis Parry was registered through Northwestern Mutual Investment Services,llc, January 2006 to September 2016.
Where is Curtis Parry based?
Curtis Parry’s registered office is in Tampa, FL.
Is Curtis Parry registered with FINRA?
No. Curtis Parry has no current broker registration.
How can I verify Curtis Parry’s record?
Search CRD 4129260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Curtis Parry’s full registration record.