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Brian Edward Currie

Investment Adviser Representative at WEALTHHARBOR CAPITAL GROUP, LLC

Metairie, LACRD #7170435Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
7 yrs
States Registered
4 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
FloridaLouisianaMississippiTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/25/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Account minimum: $100,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthharbor Capital Group, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHHARBOR CAPITAL GROUP, LLCCurrent
3/16/2021Metairie, LA
TCG ADVISORY SERVICES, LLC
10/11/20203/8/2021Metairie, LA
MONTZ HARCUS WEALTH MANAGEMENT
10/25/20199/25/2020New Orleans, LA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEALTHHARBOR CAPITAL GROUP, LLC

7 other advisors in the directory

View WEALTHHARBOR CAPITAL GROUP, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Brian Edward Currie has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Brian Edward Currie - Financial Advisor in Metairie, LA | AdvisorFinder