CURIO WEALTH, LLC of ANNAPOLIS, MD is an SEC-registered investment adviser (CRD 328178). Regulatory assets under management: $460.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Lyn Ann Dippel | CHIEF COMPLIANCE OFFICER | — |
| Jacob Watson Sadler | MEMBER | — |
| James Scott Kantowski | MEMBER | — |
| Elizabeth Grace Gillette | MEMBER | — |
| Yvonne Michele Scoggins | MEMBER | — |
| Samantha Lynn Sachs | MEMBER | — |
| DIPPEL LYN ANN | CHIEF COMPLIANCE OFFICER | — |
| KANTOWSKI JAMES SCOTT | MEMBER | — |
| SADLER JACOB WATSON | MEMBER | — |
| GILLETTE ELIZABETH GRACE | MEMBER | — |
| SCOGGINS YVONNE MICHELE | MEMBER | — |