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Financial ADVSR advisor directory · SEC adviser records

Curi Capital, LLC financial advisors in Lake Forest, IL

Every SEC-registered investment adviser representative at a Curi Capital, LLC office in Lake Forest, A to Z.

The short answer

4 registered advisors work at Curi Capital, LLC in Lake Forest, out of 81 at the firm nationwide; it ranks number 10 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Curi Capital, LLC advisors in Lake Forest, A to Z

Every Curi Capital, LLC advisor →

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

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

Other firms in Lake Forest

All Lake Forest advisors →

Crescent Grove Advisors 14RBC Capital Markets, LLC 12Morgan Stanley 11LPL Financial LLC 10Stifel, Nicolaus & Company, Incorporated 10Northwestern Mutual Investment Services, LLC 6J.P. Morgan Securities LLC 5Tsfg, LLC 5Alley Company 4Merrill Lynch, Pierce, Fenner & Smith Incorporated 4North Shore Private Asset Management, LLC 4Wells Fargo Advisors Financial Network, LLC 4

Questions

How many financial advisors does Curi Capital, LLC have in Lake Forest?

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

Is Curi Capital, LLC one of the largest advisor employers in Lake Forest?

Curi Capital, LLC ranks number 10 in Lake Forest by registered advisors; Crescent Grove Advisors has the most, with 14.

How do I check a Curi Capital, LLC advisor in Lake Forest?

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.