Curtis Diaz
Great Blue Financial · Tampa, Florida
Curtis Diaz is a fee-only financial advisor at Great Blue Financial in Tampa, Florida, who holds the CFP credential. Great Blue Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Great Blue Financial |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $19.6M across 94 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 6384063 |
| Exams passed | Series 63 (2014) · Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.greatbluefinancial.com |
| Profile |
How Curtis's firm compares
- Great Blue Financial's average account is about $208,000, from its Form ADV (assets managed divided by 94 accounts).
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Questions about Curtis
Is Curtis Diaz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Great Blue Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Curtis charge for financial advice?
Curtis's firm, Great Blue Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Curtis Diaz based?
Curtis Diaz is based in Tampa, Florida.
What credentials does Curtis Diaz hold?
Curtis Diaz holds the CFP credential.
Is Curtis Diaz registered with the SEC?
Yes. Curtis Diaz is registered as an investment adviser representative in FL (CRD 6384063), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Great Blue Financial manage?
Great Blue Financial reports $19.6M across 94 accounts in assets under management.
How do I contact Curtis Diaz?
Through Curtis's website, www.greatbluefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Great Blue Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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