Unclaimed Profile

James Scott Kantowski

CURIO WEALTH, LLC·ANNAPOLIS, Maryland

Series 6, Series 7, Series 63Clean record24 years registeredCURIO 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 · 24 years registered

Brand Profile

Not yet started

Career History

CURIO WEALTH, LLC

Jan 2024 – present

BAY POINT WEALTH

Jan 2020 – Dec 2023

ANNAPOLIS, MD

GIVE.COM INVESTMENTS, LLC

Aug 2013 – Dec 2015

ALEXANDRIA, VA

JSK FINANCIAL SERVICES LLC

Feb 2012 – Mar 2020

ANNAPOLIS, MD

RSM MCGLADREY LLC

Sep 2001 – Mar 2012

ANNAPOLIS, MD

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · September 28, 2001

Years registered · 24

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 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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