Unclaimed Profile

Dimitri Peter Eliopoulos

CURI RMB CAPITAL, LLC·CHICAGO, Illinois

Series 7, Series 66Clean record25 years registeredCURI RMB CAPITAL, LLC

115 S. LASALLE, 34TH FLOOR, CHICAGO, IL 60603CRD# 4444610Firm CRD# 134249

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Dimitri Peter Eliopoulos · CHICAGO, IL

Registration

CRD #4444610 · CURI RMB CAPITAL, LLC · 25 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Jan 2024 – present

CURI CAPITAL

Feb 2020 – Jan 2024

RALEIGH, NC

RMB CAPITAL MANAGEMENT

Apr 2005 – Jan 2020

CHICAGO, IL

UBS FINANCIAL SERVICES INC.

Jan 2001 – Apr 2005

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · January 3, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURI RMB CAPITAL, LLC

CRD 134249 · SEC 801-63939

AUM

$8.5B

Regulatory assets under management

Employees

185

15,723 client accounts

Services offered by CURI RMB CAPITAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CURI RMB CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Dimitri Peter Eliopoulos offer?

Dimitri Peter Eliopoulos specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Dimitri Peter Eliopoulos's credentials?

Dimitri Peter Eliopoulos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dimitri Peter Eliopoulos located?

Dimitri Peter Eliopoulos is based in CHICAGO, Illinois, working with CURI RMB CAPITAL, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Dimitri Peter Eliopoulos charge for services?

Dimitri Peter Eliopoulos's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CURI RMB CAPITAL, LLC?

CURI RMB CAPITAL, LLC has approximately 185 employees and manages $8.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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