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Chief Compliance Officer & Chief Risk Officer · Curi Capital, LLC

Joseph McDermott

CRD 4146135 · Named on Form ADV at one SEC-registered adviser

At a glance

Curi Capital, LLC, an SEC-registered wealth manager based in Chicago, IL with $11.6 billion in regulatory assets, lists Joseph McDermott on its Form ADV as Chief Compliance Officer & Chief Risk Officer, a control person.

Firms and roles

  • Curi Capital, LLCChief Compliance Officer & Chief Risk OfficerWealth manager · Chicago, IL · $12B in regulatory assets

AtlasMembers

Joseph’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
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.