Unclaimed Profile

Elizabeth Grace Gillette

CURIO WEALTH, LLC·ANNAPOLIS, Maryland

Series 65Clean record11 years registeredCURIO WEALTH, LLC

721 MELVIN AVE, ANNAPOLIS, MD 21401CRD# 6454143Firm CRD# 328178

Profile Verification

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

Identity

Elizabeth Grace Gillette · ANNAPOLIS, MD

Registration

CRD #6454143 · CURIO WEALTH, LLC · 11 years registered

Brand Profile

Not yet started

Career History

CURIO WEALTH, LLC

Jan 2024 – present

BAY POINT WEALTH

Jun 2022 – Dec 2023

ANNAPOLIS, MD

MAINSTREET FINANCIAL PLANNING, INC.

May 2018 – Jun 2022

Odenton, MD

LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC

May 2015 – Feb 2018

NATIONAL HARBOR, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 11, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURIO WEALTH, LLC

CRD 328178 · SEC 801-128998

AUM

$331M

Regulatory assets under management

Employees

1,044 client accounts

Services offered by CURIO WEALTH, 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 CURIO WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Elizabeth Grace Gillette offer?

Elizabeth Grace Gillette specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.

What are Elizabeth Grace Gillette's credentials?

Elizabeth Grace Gillette is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Elizabeth Grace Gillette located?

Elizabeth Grace Gillette is based in ANNAPOLIS, Maryland, working with CURIO WEALTH, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.

How does Elizabeth Grace Gillette charge for services?

Elizabeth Grace Gillette's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CURIO WEALTH, LLC?

CURIO WEALTH, LLC has approximately 10 employees and manages $331M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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