Financial ADVSR advisor directory · SEC adviser records
Curi Capital, LLC financial advisors in Chicago, IL
Every SEC-registered investment adviser representative at a Curi Capital, LLC office in Chicago, A to Z.
53 registered advisors work at Curi Capital, LLC in Chicago, out of 81 at the firm nationwide; it ranks number 26 in the city by advisors. 26 list the CFP designation and 1 are also registered broker representatives.
Curi Capital, LLC advisors in Chicago, A to Z
Every Curi Capital, LLC advisor →- Benjamin J. AlbrechtCertified Financial Planner
- Aaron A. AyalaInvestment adviser rep
- Christopher J. BachChartered Financial Analyst
- Peter J. BachInvestment adviser rep
- Andrew J. BakerChartered Financial Analyst
- Donald A. BechterChartered Financial Analyst
- Natalie K. BrekkenInvestment adviser rep
- Charles B. BreyCertified Financial Planner
- Henry C. BurkeInvestment adviser rep
- Richard M. Burridge Jr.Certified Financial Planner
- Richard M. BurridgeChartered Financial Analyst
- Susan C. ChristophCertified Financial Planner, Chartered Financial Analyst
- Sean M. ConwayInvestment adviser rep
- Emily CooperInvestment adviser rep
- Ian F. DollCertified Financial Planner
- Christian R. EarlyInvestment adviser rep
- Dimitri P. EliopoulosCertified Financial Planner
- Elizabeth FagerlindInvestment adviser rep
- Sheldon M. FoxCertified Financial Planner
- Matthew L. HalkyardAlso a broker rep
- Maher A. HarbInvestment adviser rep
- Trevor L. IshamCertified Financial Planner
- Alexandra JoasInvestment adviser rep
- Jeffrey R. JonesChartered Financial Analyst
- Paul R. JoyauxCertified Financial Planner
- Ryan P. KennedyChartered Financial Analyst
- Loren B. KnasterCertified Financial Planner, Chartered Financial Analyst
- Eli KwasChartered Financial Analyst
- Ilhwa LeeChartered Financial Analyst
- Macklin G. LuckinbillInvestment adviser rep
- Robert J. MarcheseInvestment adviser rep
- Mohini M. McCormickCertified Financial Planner
- Daniel A. NakanoCertified Financial Planner
- Katherine J. OzogCertified Financial Planner
- Jessica P. PasqualeCertified Financial Planner
- Frederick N. PaulmanCertified Financial Planner
- Jeffrey C. PearsallCertified Financial Planner
- Janek PedersenCertified Financial Planner
- Kristen N. RoderCertified Financial Planner
- Thomas J. SchlipmannInvestment adviser rep
- Kelsey K. SchwadronCertified Financial Planner
- Bryon C. StanislawCertified Financial Planner
- Patrick J. StimsonCertified Financial Planner
- Margo K. SweanyCertified Financial Planner
- Matthew J. TalowskiInvestment adviser rep
- Erica J. TaranturCertified Financial Planner
- Christopher J. TateChartered Financial Analyst
- Patrick N. ThielInvestment adviser rep
- Charles H. TravisInvestment adviser rep
- Andrew J. TruaxCertified Financial Planner
- Sarah A. WardCertified Financial Planner
- John Weber IVCertified Financial Planner
- Nicholas F. ZinnInvestment adviser rep
Curi Capital, LLC advisors in every city and state →Curi Capital, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Curi Capital, LLC advisors in other cities
Milwaukee, WI 6Denver, CO 5Lake Forest, IL 4Raleigh, NC 4Bloomington, MN 2Milwauikee, WI 2Oakbrook Terrace, IL 2Brookfield, WI 1North Haven, CT 1Washington, DC 1
Other firms in Chicago
All Chicago advisors →Morgan Stanley 557J.P. Morgan Securities LLC 549Hightower Advisors, LLC 448Merrill Lynch, Pierce, Fenner & Smith Incorporated 448William Blair 261Bankers Life Advisory Services, Inc. 229Nuveen Asset Management, LLC 219UBS Financial Services Inc. 173Neuberger Berman Bd LLC 108Wells Fargo Clearing Services, LLC 107LPL Financial LLC 104Strategic Advisers LLC 95
Questions
How many financial advisors does Curi Capital, LLC have in Chicago?
53 investment adviser representatives are registered at Curi Capital, LLC offices in Chicago, Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 81 nationwide. 26 list the CFP designation and 1 are also registered as broker representatives.
Is Curi Capital, LLC one of the largest advisor employers in Chicago?
Curi Capital, LLC ranks number 26 in Chicago by registered advisors; Morgan Stanley has the most, with 557.
How do I check a Curi Capital, LLC advisor in Chicago?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.