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Yvonne Michele Scoggins

CURIO WEALTH, LLC·ANNAPOLIS, Maryland
Clean recordCURIO WEALTH, LLC
721 MELVIN AVE, ANNAPOLIS, MD 21401CRD# 3183740Firm CRD# 328178

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Yvonne Michele Scoggins · ANNAPOLIS, MD
Registration
CRD #3183740 · CURIO WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Yvonne Michele Scoggins 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# 3183740
Firm CRD# 328178
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

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

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