Unclaimed Profile

Lyn Ann Dippel

CURIO WEALTH, LLC·ANNAPOLIS, Maryland

Series 6, Series 63, Series 65Clean record24 years registeredCURIO 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 · 24 years registered

Brand Profile

Not yet started

Career History

CURIO WEALTH, LLC

Jan 2024 – present

BAY POINT WEALTH

Jul 2020 – Dec 2023

ANNAPOLIS, MD

FAI WEALTH MANAGEMENT

Sep 2004 – Aug 2020

COLUMBIA, MD

CAMBRIDGE INVESTMENT RESERARCH, INC.

Feb 2003 – Jul 2004

HERNDON, VA

TRUSTED ADVISORS

Mar 2002 – Mar 2003

HERDON, VA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · March 19, 2002

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 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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