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Financial ADVSR advisor directory · SEC adviser records

Curi Capital, LLC financial advisors in North Carolina

Every SEC-registered investment adviser representative at a Curi Capital, LLC office in North Carolina, by city and A to Z.

The short answer

3 registered advisors work at Curi Capital, LLC in North Carolina, out of 81 nationwide; it's the firm's number 4 state by advisors, and the most are in Raleigh (3). 1 list the CFP designation and 0 are also registered broker representatives.

Curi Capital, LLC advisors by city in North Carolina

Every firm in North Carolina →

Raleigh 3

Curi Capital, LLC advisors in North Carolina, A to Z

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Curi Capital, LLC advisors in every state →Curi Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Curi Capital, LLC in other states

Illinois 62Wisconsin 8Colorado 3

Questions

How many Curi Capital, LLC financial advisors are in North Carolina?

3 investment adviser representatives are registered at Curi Capital, LLC offices in North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 81 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Where in North Carolina does Curi Capital, LLC have the most advisors?

Raleigh, with 3. Curi Capital, LLC has advisors in 1 city in North Carolina.

How do I check a Curi Capital, LLC advisor in North Carolina?

Each advisor below 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. Advisors are listed at the city of the Curi Capital, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.