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LC

Luz Curiel

KILTER GROUP
Rancho Cucamonga, CA
Some features on this profile are disabled
CRD#: 4228651
LC

Professional summary

Luz Curiel, who also goes by Lucy Curiel, is a registered financial advisor currently at KILTER GROUP located in Rancho Cucamonga, California.

Luz is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Luz has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Lucy Curiel

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luz Curiel's CRS (Customer Relationship Summary).
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®
None

Experience

Current

July 25, 2024 - Present

KILTER GROUP

RIA
CRD#: 330356
Rancho Cucamonga, CA
Past

April 28, 2023 - July 24, 2024

INVST, LLC

RIA
CRD#: 282863
Rancho Cucamonga, CA
Past

May 11, 2022 - February 16, 2023

CHALLENGER WEALTH MANAGEMENT

RIA
CRD#: 121498
ALISO VIEJO, CA

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".
KG
KILTER GROUP
KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA
Registered Investment Advisory firm - (4/18/2024 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
California
(7/25/2024)
IAR
Texas
(11/14/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/10/2022
Uniform Investment Adviser Law Examination

Current Firm

KG
KILTER GROUP
KILTER GROUP | KILTER GROUP LLC

CRD#: 330356 / SEC#: 801-129927

RIA
Registered Investment Advisory firm - (4/18/2024 Approved)
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Contact information

Main Address
Rhinebeck, NY
Mailing Address
Po Box 148, Rhinebeck, NY 12572
Phone number
(646) 438-6557
Established
Firm type
Fiscal year end
# of Employees
10

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (12/8/2025)

Regulatory assets under management

Total Number of Accounts938
AUM (Assets Under Management)$ 202,080,515

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.

Company Information

KILTER GROUP

CRD#: 330356Rancho Cucamonga, CA

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