Unclaimed Profile

Joseph Mcdermott

CURI RMB CAPITAL, LLC·CHICAGO, Illinois

SIE, Series 3, Series 4, Series 7, Series 24, Series 27, Series 31, Series 52TO, Series 53, Series 55, Series 65, Series 66, Series 99TOCFAClean record9 years registeredCURI RMB CAPITAL, LLC

115 S. LASALLE, 34TH FLOOR, CHICAGO, IL 60603CRD# 4146135Firm CRD# 134249

Profile Verification

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

Identity

Joseph Mcdermott · CHICAGO, IL

Registration

CRD #4146135 · CURI RMB CAPITAL, LLC · 9 years registered

Brand Profile

Not yet started

Career History

CURI CAPITAL, LLC

Aug 2023 – present

AMP WEALTH MANAGEMENT

Apr 2020 – Oct 2022

Hawthorn Woods, IL

AVIVA INVESTORS AMERICAS

Feb 2017 – May 2018

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 24

Series 27

Series 31

Series 52TO

Series 53

Series 55

Series 65

Series 66

Series 99TO

Registration record

First registered · February 10, 2017

Years registered · 9

Professional designation · CFA

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 Joseph Mcdermott offer?

Joseph Mcdermott specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Joseph Mcdermott's credentials?

Joseph Mcdermott holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joseph Mcdermott located?

Joseph Mcdermott 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 Joseph Mcdermott charge for services?

Joseph Mcdermott'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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