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Financial ADVSR advisor directory · SEC adviser records

Curi Capital, LLC financial advisors

Every SEC-registered investment adviser representative at Curi Capital, LLC, by the state and city of the office they work from.

81 registered advisors work at Curi Capital, LLC, in 7 states and 11 cities; the most are in Chicago, IL (53). 33 list the CFP designation and 1 are also registered broker representatives.

Cities with the most Curi Capital, LLC advisors

Chicago, IL 53Milwaukee, WI 6Denver, CO 5Lake Forest, IL 4Raleigh, NC 4Bloomington, MN 2Milwauikee, WI 2Oakbrook Terrace, IL 2Brookfield, WI 1North Haven, CT 1Washington, DC 1

Curi Capital, LLC advisors by state

Questions

How many financial advisors does Curi Capital, LLC have?

81 investment adviser representatives are registered with Curi Capital, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 11 cities. 33 list the CFP designation and 1 are also registered as broker representatives.

Where does Curi Capital, LLC have the most advisors?

Chicago, IL, with 53 registered advisors, then Milwaukee, WI (6). By state, Illinois has the most, with 59.

How do I find a Curi Capital, LLC financial advisor near me?

Pick your state below, then your city, to see every Curi Capital, LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Curi Capital, LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →