Nicholas Foster Zinn

Employer firm

Curi Capital, LLC CRD 134249

$11.6B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 12/2021
  Wake Forest University
  Winston-Salem, NC
• 05/2019 → 07/2019
  Apptier Llc
  Denver, CO
• 06/2021 → 08/2021
  Smith Capital Investors
  Denver, CO
• 08/2012 → 05/2018
  Student
  Winston-Salem, NC
• 06/2022 → 04/2024
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 12/2021 → 06/2022
  Unemployed
  Winston-Salem, NC
• 05/2024 → Present
  Curi Rmb Capital
  Denver, CO

Previous Registrations

• 2023-04-24 → 2024-04-24
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2023-04-21
• S63 Uniform Securities Agent State Law Examination
  2022-10-04

Other Names

• Foster Zinn