Unclaimed Profile

Lyn Ann Dippel

CURIO WEALTH, LLC·ANNAPOLIS, Maryland

Clean recordCURIO WEALTH, LLC

721 MELVIN AVE, ANNAPOLIS, MD 21401CRD# 4429564Firm CRD# 328178

Profile Verification

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

Identity

Lyn Ann Dippel · ANNAPOLIS, MD

Registration

CRD #4429564 · CURIO WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lyn Ann Dippel 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CURIO WEALTH, LLC

AUM

$331M

Regulatory assets under management

Employees

Total firm employees

View all advisors at CURIO WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4429564

Firm CRD# 328178

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Frequently Asked Questions

What services does Lyn Ann Dippel offer?

Lyn Ann Dippel specializes in Financial Planning, Investment Management. Contact their office in ANNAPOLIS, Maryland for a consultation.

What are Lyn Ann Dippel's credentials?

Lyn Ann Dippel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lyn Ann Dippel located?

Lyn Ann Dippel is based in ANNAPOLIS, Maryland, working with CURIO WEALTH, LLC. Their office serves clients in the ANNAPOLIS metropolitan area and surrounding communities.

How does Lyn Ann Dippel charge for services?

Lyn Ann Dippel'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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