AdvisorOS Directory
Claim Profile
Unclaimed Profile
JS

Jacob Watson Sadler

CURIO WEALTH, LLC·ANNAPOLIS, Maryland
Clean recordCURIO WEALTH, LLC
721 MELVIN AVE, ANNAPOLIS, MD 21401CRD# 6063941Firm CRD# 328178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacob Watson Sadler · ANNAPOLIS, MD
Registration
CRD #6063941 · CURIO WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jacob Watson Sadler is a registered financial advisor based in ANNAPOLIS, Maryland, affiliated with CURIO WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jacob

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jacob is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CURIO WEALTH, LLC
CURIO WEALTH, LLC
AUM
$331M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CURIO WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6063941
Firm CRD# 328178
View on FINRA BrokerCheck →

Looking for a financial advisor in ANNAPOLIS?

Browse all registered financial advisors in ANNAPOLIS, Maryland or claim this profile if it's yours.

Browse ANNAPOLIS AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jacob Watson Sadler offer?
Jacob Watson Sadler specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are Jacob Watson Sadler's credentials?
Jacob Watson Sadler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacob Watson Sadler located?
Jacob Watson Sadler is based in ANNAPOLIS, Maryland, working with CURIO WEALTH, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does Jacob Watson Sadler charge for services?
Jacob Watson Sadler'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CURIO WEALTH, LLC

Elizabeth Grace Gillette
ANNAPOLIS, MD
James Scott Kantowski
ANNAPOLIS, MD
Lyn Ann Dippel
ANNAPOLIS, MD
Yvonne Michele Scoggins
ANNAPOLIS, MD

More Advisors in ANNAPOLIS, Maryland

Candice Ezzat Davis
SCARBOROUGH ADVISORS, LLC·ANNAPOLIS, MD
Edward Philip Brickley
REALTERM TRANSPORTATION LLC·ANNAPOLIS, MD
David Tanner Rhodes
EASTPORT ADVISORS, LLC·ANNAPOLIS, MD
Scot Edward Labin
WESTBOURNE INVESTMENT ADVISORS INC.·ANNAPOLIS, MD
Ann M. Covington
COVINGTONALSINA, LLC·ANNAPOLIS, MD
Brian Leshner
HAWTHORN CAPITAL MANAGEMENT, LLC·ANNAPOLIS, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BETHESDA (405)BALTIMORE (398)CHEVY CHASE (176)ROCKVILLE (141)HUNT VALLEY (93)TOWSON (86)GAITHERSBURG (63)COLUMBIA (52)OWINGS MILLS (46)FULTON (23)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile