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Michael Curtis Wolcott

STUDIO INVESTMENT MANAGEMENT, LLC·CHICAGO, Illinois
Clean record15 years registeredSTUDIO INVESTMENT MANAGEMENT, LLC
1901 N. CLYBOURN AVE., CHICAGO, IL 60614CRD# 3003484Firm CRD# 158489

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Curtis Wolcott · CHICAGO, IL
Registration
CRD #3003484 · STUDIO INVESTMENT MANAGEMENT, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

STUDIO INVESTMENT MANAGEMENT
Aug 2011 – present
SUMMIT WEALTH MANAGEMENT, INC
Aug 2011 – Sep 2011
SCHAUMBURG, IL
02

Registrations & Exams

Registration record
First registered · August 3, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STUDIO INVESTMENT MANAGEMENT, LLC
CRD 158489 · SEC 801-121558
AUM
$716M
Regulatory assets under management
Employees
9
788 client accounts
Services offered by STUDIO INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STUDIO INVESTMENT MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Michael Curtis Wolcott offer?
Michael Curtis Wolcott specializes in Financial Planning, Investment Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Michael Curtis Wolcott's credentials?
Michael Curtis Wolcott is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Curtis Wolcott located?
Michael Curtis Wolcott is based in CHICAGO, Illinois, working with STUDIO INVESTMENT MANAGEMENT, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Michael Curtis Wolcott charge for services?
Michael Curtis Wolcott's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STUDIO INVESTMENT MANAGEMENT, LLC?
STUDIO INVESTMENT MANAGEMENT, LLC has approximately 9 employees and manages $716M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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