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Stefan Daniel Revelo

Curio Wealth, LLC

Hallandale Beach, FL

Annapolis, MD

CRD 8015714

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Employer firm

Curio Wealth, LLC CRD 328178

$461M regulatory AUM 26 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Curio Wealth, Llc

721 Melvin Ave, Annapolis, MD 21401 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-08
  • FL RA
    APPROVED
    Since 2025-05-08

Branch Locations

Hallandale Beach, FL • United States

721 Melvin Ave, Annapolis, MD 21401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curio Wealth, Llc Sunrise FL 01/2024 Present
Florida State University Tallahassee FL 07/2016 05/2020
Alsco Houston TX 06/2020 07/2021
Channel Factory Sunrise FL 07/2021 08/2021
Empower Retirement Sunrise FL 08/2021 12/2021
Annapolis Financial Services, Llc Sunrise FL 01/2022 12/2024
  • 01/2024 → Present
    Curio Wealth, Llc
    Sunrise, FL
  • 07/2016 → 05/2020
    Florida State University
    Tallahassee, FL
  • 06/2020 → 07/2021
    Alsco
    Houston, TX
  • 07/2021 → 08/2021
    Channel Factory
    Sunrise, FL
  • 08/2021 → 12/2021
    Empower Retirement
    Sunrise, FL
  • 01/2022 → 12/2024
    Annapolis Financial Services, Llc
    Sunrise, FL
Designations
  • Certified Financial Planner

View on SEC IAPD

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