DB
Donald A. Bechter
CURI CAPITAL
Denver, CO 80206
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CRD#: 2295881
DB
Professional summary
Donald Allen Bechter is a registered financial advisor currently at CURI CAPITAL, LLC located in Denver, Colorado.
Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Donald has worked at 4 firms and has passed the Series 63, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MERITAGE ENTREPRENEURS FUND III, LP, 1600 WYNKORP DENVER, CO, 80202, START 06/2010, INVESTOR IN A PRIVATE EQUITY FUND
CATALYST INVESTORS III, LP, 711 FIFTH AVE., SUITE 402, NY, NY 10022, INVESTOR IN PRIVATE EQUITY FUND, START 07/2010
STOUT STREET FUND I, LP 1200 17TH STREET, DENVER COLORADO, START OCTOBER 2010, INVESTOR IN A REAL ESTATE LOAN FUND
FORT ALLEN LLC-PERSONAL HOLDING COMPANY
CRS (Client Relationship Summary) - RIA
Click below to view Donald Allen Bechter's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
December 9, 2011 - Present
CURI CAPITAL, LLC
Office #1: 44 Cook Street Suite 255, Denver, CO 80206RIA
CRD#: 134249
Denver, CO
Past
December 9, 2011 - December 31, 2022
RMB WEST, LLC
RIA
CRD#: 158138
DENVER, CO
Past
January 2, 2009 - May 5, 2011
RBC CAPITAL MARKETS, LLC
BD
CRD#: 31194
DENVER, CO
Past
December 21, 1992 - December 31, 2008
RBC DANIELS, L.P.
BD
CRD#: 14073
SAME, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
CRD#: 134249 / SEC#: 801-63939
RIA
Registered Investment Advisory firm - (2/15/2005 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(12/9/2011)
IAR
Illinois(12/9/2011)
Exams
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CC
CURI CAPITAL, LLC
B CAPITAL MANAGEMENT, LLC | RMB JACOBUS | RMB CAPITAL MANAGEMENT, LLC | RMB CAPITAL MANAGEMENT | KDI | JB, A DIVISION OF RMB ASSET MANAGEMENT | IRONBRIDGE, A DIVISION OF RMB ASSET MANAGEMENT | CURI WEALTH MANAGEMENT | CURI RMB JACOBUS | CURI RMB CAPITAL, LLC | CURI RMB ASSET MANAGEMENT | CURI RETIREMENT SERVICES | CURI CAPITAL, LLC | CURI CAPITAL WEALTH BUILDER | CURI CAPITAL RETIREMENT PLAN SOLUTIONS
CRD#: 134249 / SEC#: 801-63939
RIA
Registered Investment Advisory firm - (2/15/2005 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
One North Wacker Drive Suite 3500, Chicago, IL 60606
Mailing Address
Phone number
(312) 993-5800
Established
Firm type
Fiscal year end
# of Employees
168
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,209 |
| AUM (Assets Under Management) | $ 9,830,680,915 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 05/01/2025 | ||
| 11/27/2024 | ||
| 10/27/2023 | ||
| 09/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
