WILLIAM CHURCHILL CURTIS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with ROCKEFELLER FINANCIAL LLC, ROCKEFELLER CAPITAL MANAGEMENT.
| Firm | From | To | Current |
|---|---|---|---|
| ROCKEFELLER CAPITAL MANAGEMENT | 2024-02-21 | present | Yes |
| ROCKEFELLER FINANCIAL LLC | 2021-01-22 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-10-31 | 2019-01-22 | — |
| MORGAN STANLEY & CO. LLC | 2007-04-02 | 2008-11-04 | — |
| MORGAN STANLEY DW INC. | 2003-09-19 | 2007-04-02 | — |