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CURTIS & BISSONETTE INC

LAKE PLACID, NY · CRD 105136 · IAPD ↗ · curtisandbissonette.com · 518-523-2443

$47.4MRegulatory AUM
1Advisory reps
3Employees
3Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
January 2025 — CURTIS & BISSONETTE INC (LAKE PLACID, NY) left the SEC roster (was $47.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.