Managing Partner · Global Strategic Nextgen Ocio
Curt R. Thompson
CRD 2609785 · Named on Form ADV at one SEC-registered adviser
At a glance
Global Strategic Nextgen Ocio, an SEC-registered wealth manager based in Scottsdale, AZ with $1.6 billion in regulatory assets, lists Curt R. Thompson on its Form ADV as Managing Partner, a control person.
Firms and roles
- Global Strategic Nextgen OcioManaging PartnerWealth manager · Scottsdale, AZ · $1.6B in regulatory assets
AtlasMembers
Curt’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicholas G. BotticelliChief Investment Strategist, Global Strategic Nextgen Ocio
- Matthew K. UnderwoodChief Compliance Officer, Global Strategic Nextgen Ocio
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Curt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.