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Curi Capital, LLC CRD 134249
$11.6B regulatory AUM 84 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-09-25 |
Branch Locations
One North Wacker Drive Suite 3500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jefferies & Company, Inc. | Chicago | IL | 11/2010 | Present |
1)OAK PARK FAMILY SERVICES; NON INVESTMENT RELATED; 120 S MARION STREET, OAK PARK, IL 60302; ORGANIZATION WORKS WITH THE COMMUNITY ON MENTAL HEALTH ISSUES; VOLUNTEER; START DATE: 12/01/2007; HOURS DEVOTED PER MONTH: 2-3; HOURS DEVOTED DURING TRADING HOURS: 0; ON THE INVESTMENT COMMITTEE WHICH WILL OVERSEE THEIR ENDOWMENT. 2)SECURITIES INDUSTRIES ASSOCIATION CENTRAL STATES DISTRICT; NON INVESTMENT RELATED; PO BOX 1086, CHICAGO, IL 60690; SUPPORT THE STOCK MARKET GAME USED PRIMARILY IN THE SCHOOL SYSTEM; OFFICER; START DATE: 01/2000; HOURS DEVOTED PER MONTH: 4; DURING TRADING HOURS: 5; CHAIRMAN AND HEAD OF THE ECONOMIC EDUCATION.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 1992-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-25 |
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