Elizabeth G. Gillette
CURIO WEALTH
Annapolis, MD 21401
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CRD#: 6454143
Professional summary
Elizabeth Grace Gillette, CFP®, who also goes by Elizabeth Grace Moult, is a registered financial advisor currently at CURIO WEALTH, LLC located in Annapolis, Maryland.
Elizabeth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Elizabeth has worked at 4 firms and has passed the Series 65 exam.
Biography
Hi, my name is Liz Gillette and I developed a passion for personal finance back in 2009!
I found myself with a mountain of debt and a real fear for how I was going to turn things around. I took to reading and began to educate myself on the many tried and true ways to get my financial house in order. That experience transformed me in such a critical way that it led me to my career in walking others through their own journey of ownership and empowerment.
I guess you could say I’ve always had an obsession with “strength and empowerment”. Maybe it’s because I have 3 older brothers, maybe it’s because I walked onto my college volleyball team as the weakest member of the team and earned myself a full scholarship and all-conference nod. I’m just always going to root for the underdog. The guy who’s been handed a rough hand and despite the odds finds a way to pursue a better life. The 'Rudy' Ruettigers’ on the world.
It will come as no surprise to you that I love working with clients that are motivated for change, and ready to commit to a process. I expect honesty and clear communication when we’re talking about something as intimate as your own finances, and you can expect the same from me. I am honest, authentic, organized (my husband would say to a fault), and passionate about my career. I have great respect for the role I play, as a financial planner and coach, in my clients lives. It’s truly an honor to walk beside you and act as your accountability partner in creating the life that you’ve worked so hard for.
I hope this gives you a little glimpse into who I am, and what your planning experience will be like under my wing!
Question & Answer
What are your service offerings?
Retirement Planning
Investment Planning
Education Planning
Debt Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
College/Education Planning
Financial Psychology/Coaching
Generation X
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
Elizabeth Grace Moult
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.
CRS (Client Relationship Summary) - RIA
Click below to view Elizabeth Grace Gillette'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®
CFP®
Start date: 2016
Experience
Current
January 2, 2024 - Present
CURIO WEALTH, LLC
Office #1: 721 Melvin Ave, Annapolis, MD 21401RIA
CRD#: 328178
Annapolis, MD
Past
June 21, 2022 - December 31, 2023
BAY POINT WEALTH
RIA
CRD#: 123095
ANNAPOLIS, MD
Past
May 11, 2018 - June 3, 2022
MAINSTREET FINANCIAL PLANNING, INC.
RIA
CRD#: 123189
Odenton, MD
Past
May 11, 2015 - February 16, 2018
LIFETIME WEALTH PLANNING AND MANAGEMENT, LLC
RIA
CRD#: 133399
NATIONAL HARBOR, MD
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".
CW
CURIO WEALTH, LLC
CURIO WEALTH, LLC
CRD#: 328178 / SEC#: 801-128998
RIA
Registered Investment Advisory firm - (11/6/2023 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
Maryland(1/2/2024)
Current Firm
CW
CURIO WEALTH, LLC
CURIO WEALTH, LLC
CRD#: 328178 / SEC#: 801-128998
RIA
Registered Investment Advisory firm - (11/6/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
721 Melvin Ave, Annapolis, MD 21401
Mailing Address
Phone number
(410) 449-2599
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 349 |
| AUM (Assets Under Management) | $ 384,296,399 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/11/2025 | ||
| 08/27/2024 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
