Next-Gen · rank 87 · Palo Alto, California · listed firm: Morgan Stanley Wealth Management
Identity & firm
- Firm — gap: conflict_unresolved
- Team name — gap: conflict_unresolved
- CRD — gap: not_found_after_search
Book of business
- Team AUM ($M) — gap: conflict_unresolved
Positioning & marketing
- Website url — gap: conflict_unresolved
- Value proposition (verbatim) — A member of The Curtis Group since 2015, Alex Curtis crafts highly customized wealth management solutions for high net worth individuals, institutional and corporate clients. (high)
- “A member of The Curtis Group since 2015, Alex Curtis crafts highly customized wealth management solutions for high net worth individuals, institutional and corporate clients. Alex also supports marketing and strategic in” — firm_official
- “Alex Curtis — Executive Director, Financial Advisor” — firm_official