Ryan Curtis has been Managing Member/Principal of Curtis Advisory Group since August 2009, is a control person of the firm and directly owns between 50% and 75% of it.
Curtis Advisory Group, LLC is a Santa Barbara, CA firm with $574M under management, 157 clients and 3 advisers in one office, as of its April 2026 filing.
Ryan Curtis’ longest registration is the current one, 16 years at Curtis Advisory Group since 2010. Before joining Curtis Advisory Group in 2010, Ryan Curtis was registered through Curterro Asset Management, LLC and Wells Fargo Investments, LLC.
- Curtis Advisory Group, LLCCurrent– present · 16 yearsSanta Barbara, CA · Adviser representative · Firm CRD 151695
- Curterro Asset Management, LLC– · 4 yearsSanta Barbara, CA · Adviser representative · Firm CRD 136484
- Wells Fargo Investments, LLC– · 4 yearsMontecito, CA · Adviser representative · Firm CRD 10582
Investment adviser representative registrations
Ryan Curtis is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from January 2010; the most recent is Texas, in March 2019.
- CaliforniaSince 7 January 2010
- TexasResidentSince 20 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 July 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 23 May 1997 |
| Series 7 | General Securities Representative Examination | 16 May 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Ryan Earl Curtis
- CRD
- 2591395
- Firm
- Curtis Advisory Group · CRD 151695
- Role
- Managing Member/Principal
- Office
- 735 STATE STREET, SUITE 214, Santa Barbara, CA 93101
- Registration
- Investment adviser registration
- In the industry since
- August 2001
- Disciplinary history
- Not yet shown here · SEC record
Where does Ryan Curtis work?
Ryan Curtis has been Managing Member/Principal of Curtis Advisory Group, LLC since August 2009, and is a control person of the firm.
Is Ryan Curtis a financial advisor?
Yes. Ryan Curtis has a current investment-adviser registration in California and Texas, through Curtis Advisory Group since January 2010.
How many years of experience does Ryan Curtis have?
Ryan Curtis has 25 years in the financial industry, since August 2001, across 3 adviser firms.
What exams has Ryan Curtis passed?
Ryan Curtis has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in May 1997.
Where did Ryan Curtis work before Curtis Advisory Group?
Before Curtis Advisory Group, Ryan Curtis was registered through Wells Fargo Investments, LLC, August 2001 to November 2005.
Where is Ryan Curtis based?
Ryan Curtis’ registered office is in Santa Barbara, CA.
Is Ryan Curtis registered with FINRA?
No. Ryan Curtis has no current broker registration.
How can I verify Ryan Curtis’ record?
Search CRD 2591395 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Curtis’ full registration record.