Unclaimed Profile

Mark Nicholas Paccione

CURI WEALTH MANAGEMENT, LLC·RALEIGH, North Carolina

SIE, Series 7, Series 63CFP CFAClean record17 years registeredCURI WEALTH MANAGEMENT, LLC

700 SPRING FOREST ROAD, RALEIGH, NC 27609CRD# 4775789Firm CRD# 281133

Profile Verification

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

Identity

Mark Nicholas Paccione · RALEIGH, NC

Registration

CRD #4775789 · CURI WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

EQV ADVISORY, LLC

Nov 2025 – present

CURI RMB CAPITAL, LLC

Jan 2024 – May 2024

Raleigh, NC

CURI CAPITAL

Sep 2019 – Jan 2024

Raleigh, NC

CAPTRUST

Apr 2015 – Jun 2019

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST"

Jun 2009 – Apr 2015

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · June 30, 2009

Years registered · 17

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CURI WEALTH MANAGEMENT, LLC

CRD 281133 · SEC 801-118864

AUM

$1.4B

Regulatory assets under management

Employees

1,746 client accounts

Services offered by CURI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CURI WEALTH MANAGEMENT, LLC →

Introduction

Speak with Mark

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Mark is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RALEIGH?

Browse all registered financial advisors in RALEIGH, North Carolina or claim this profile if it's yours.

Browse RALEIGH Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Mark Nicholas Paccione offer?

Mark Nicholas Paccione specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Mark Nicholas Paccione's credentials?

Mark Nicholas Paccione holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Nicholas Paccione located?

Mark Nicholas Paccione is based in RALEIGH, North Carolina, working with CURI WEALTH MANAGEMENT, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Mark Nicholas Paccione charge for services?

Mark Nicholas Paccione's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CURI WEALTH MANAGEMENT, LLC?

CURI WEALTH MANAGEMENT, LLC has approximately 23 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →