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James Scott Kantowski

CURIO WEALTH, LLC·ANNAPOLIS, Maryland
Clean recordCURIO WEALTH, LLC
721 MELVIN AVE, ANNAPOLIS, MD 21401CRD# 4417452Firm CRD# 328178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Scott Kantowski · ANNAPOLIS, MD
Registration
CRD #4417452 · CURIO WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Scott Kantowski 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

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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# 4417452
Firm CRD# 328178
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Scott Kantowski offer?
James Scott Kantowski specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.
What are James Scott Kantowski's credentials?
James Scott Kantowski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Scott Kantowski located?
James Scott Kantowski is based in ANNAPOLIS, Maryland, working with CURIO WEALTH, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.
How does James Scott Kantowski charge for services?
James Scott Kantowski'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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Other Advisors at CURIO WEALTH, LLC

Elizabeth Grace Gillette
ANNAPOLIS, MD
Jacob Watson Sadler
ANNAPOLIS, MD
Lyn Ann Dippel
ANNAPOLIS, MD
Yvonne Michele Scoggins
ANNAPOLIS, MD

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