Carlos M. Curi

MIURA INVESTMENT ADVISORS

Maldonado,

CRD#: 7556356

Some features on this profile are disabled

Professional summary

Carlos Miguel Curi is a registered financial advisor currently at MIURA INVESTMENT ADVISORS, INC and MIURA CAPITAL, LLC located in Miami, Florida.

Carlos is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Carlos has worked at 2 firms and has passed the Series 63, Series 7TO and SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Miguel Curi'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

December 22, 2022 - Present

MIURA INVESTMENT ADVISORS, INC

RIA

CRD#: 283148

Maldonado,

Current

June 8, 2022 - Present

MIURA CAPITAL, LLC

Office #1: 1395 Brickell Ave Suite 1560, Miami, FL 33131

CRD#: 146193

MIAMI, FL

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(3/17/2023)

Florida
(6/8/2022)

IAR

Florida
(12/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 3/16/2023

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/8/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/2/2022

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MIURA INVESTMENT ADVISORS, INC

MIURA INVESTMENT ADVISORS, INC | MWM INVESTMENT ADVISORS, INC

CRD#: 283148 / SEC#: 801-133970

Florida

Registered Investment Advisory firm - (11/9/2017 Approved)

Texas

Registered Investment Advisory firm - (6/30/2025 Conditional Restricted)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1395 Brickell Ave Suite 1560, Miami, FL 33131

Mailing Address

Phone number

(305) 379-3602

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MIURA ADV 2 BROCHURE (7/21/2025)

ADV 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts	115
AUM (Assets Under Management)	$ 278,318,525

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.

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Carlos M. Curi

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carlos Miguel Curi's CRS (Customer Relationship Summary).

Certified licenses

Experience

MIURA INVESTMENT ADVISORS, INC

MIURA CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/16/2023

Series 7TO

Date: 6/8/2022

SIE

Date: 6/2/2022

FINRA

Current Firm

MIURA INVESTMENT ADVISORS, INC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIURA INVESTMENT ADVISORS, INC

TRUST BUT VERIFY

Similar Advisors