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RIA / WealthAdvisorCertified Financial Planner13 years in industry

Aaron Bradley Curry

Advisor at CERITY PARTNERS LLC

NEW YORK, NY | MIDLAND, TX

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Search this name across graphsid dfx:ria:db7a6d23-0a87-edd9-7ffb-3926ef33442d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 23, 2015 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CERITY PARTNERS LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jun 18, 2014
First registration: Sep 23, 2015
Dual registered: no
IAPD individual key: 5841844

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CERITY PARTNERS LLC	Independent wealth	Feb 12, 2025	n/a	yes	MIDLAND, TX\|NEW YORK, NY	Current employment
PRIVATE WEALTH ASSET MANAGEMENT	Independent wealth	Apr 11, 2022	Jan 28, 2025	no	Midland, TX\|OMAHA, NE	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Jul 7, 2020	Apr 12, 2022	no	Akron, OH\|Cuyahoga Falls, OH	Previous registration
HUNTINGTON FINANCIAL ADVISORS	Bd affiliated wealth	Dec 19, 2017	Jun 3, 2020	no	HARTVILLE, OH\|CANTON, OH	Previous registration
KEY INVESTMENT SERVICES LLC	Bd affiliated wealth	Sep 23, 2015	Oct 4, 2017	no	Columbus, OH\|CANTON, OH\|UNIONTOWN, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE WEALTH ASSET MANAGEMENT	CERITY PARTNERS LLC	Jan 28, 2025	Feb 12, 2025	15	Firm change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	PRIVATE WEALTH ASSET MANAGEMENT	Apr 12, 2022	Apr 11, 2022	-1	Firm change	Ibd to RIA
HUNTINGTON FINANCIAL ADVISORS	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Jun 3, 2020	Jul 7, 2020	34	Firm change	Ibd to ibd
KEY INVESTMENT SERVICES LLC	HUNTINGTON FINANCIAL ADVISORS	Oct 4, 2017	Dec 19, 2017	76	Firm change	Other

Relationships

Registered with (5)

→ CERITY PARTNERS LLCRegistered adviserregistration: current employment
Feb 12, 2025 to presentfactForm ADV
→ PRIVATE WEALTH ASSET MANAGEMENTRegistered adviserregistration: previous registration
Apr 11, 2022 to Jan 28, 2025factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Jul 7, 2020 to Apr 12, 2022factForm ADV
→ HUNTINGTON FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 19, 2017 to Jun 3, 2020factForm ADV
→ KEY INVESTMENT SERVICES LLCRegistered adviserregistration: previous registration
Sep 23, 2015 to Oct 4, 2017factForm ADV

Dated events

Occurred
Jan 28, 2025
Advisor changed firm
Aaron Bradley Curry left Private Wealth Asset Management for Cerity Partners Llc (registered 2025-02-12)
Form ADVobserved 4 days ago
Occurred
Apr 12, 2022
Advisor changed firm
Aaron Bradley Curry left Raymond James Financial Services Advisors, Inc for Private Wealth Asset Management (registered 2022-04-11)
Form ADVobserved 4 days ago