Curtis Riley (CRD# 7210326) is an Investment Advisor Representative working at Inertia Wealth Management in West Chester, OH and has over 4 years of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6665238
U.s. Bancorp Investments, Inc.
CRD# 3004878
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inertia Wealth Management, Llc Dba Inertia Wealth Management | West Chester, OH | Feb 2022 - Current | 2 |
| Curtis Michael Riley, Ii, Sole Proprietor | West Chester, OH | Feb 2022 - Current | 2 |
| Triad Technologies | Vandalia, OH | Feb 2022 - Current | 2 |
| Park Avenue Securities Llc Dba Dlak Wealth Advisors | West Chester, OH | May 2021 - Jan 2022 | < 1 |
| Park Avenue Securities LLC | West Chester, OH | Apr 2021 - Jan 2022 | < 1 |
| Guardian Life Insurance | West Chester, OH | Apr 2021 - Jan 2022 | < 1 |
| Edward Jones | St, Louis, MO | Mar 2020 - Apr 2021 | 1 |
| Edward Jones | St Louis, MO | Feb 2020 - Apr 2021 | 1 |
| Parker Hannifin Corporation | Cleveland, OH | Jun 2011 - Dec 2019 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2020 |
- MN
- OH
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts67ACCOUNTS
-
Average Account Value$33,880
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
MN, OH
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