SR
Stefan D. Revelo
CURIO WEALTH
HALLANDALE BEACH, FL
CRD#: 8015714
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SR
Stefan Daniel ReveloCURIO WEALTH
Professional summary
Stefan Daniel Revelo is a registered financial advisor currently at CURIO WEALTH, LLC located in Hallandale Beach, Florida.
Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Stefan has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Stefan Daniel Revelo'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
May 8, 2025 - Present
CURIO WEALTH, LLC
RIA
CRD#: 328178
HALLANDALE BEACH, FL
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
Florida(5/8/2025)
Exams
Current Firm
CW
CURIO WEALTH, LLC
CURIO WEALTH, LLC
CRD#: 328178 / SEC#: 801-128998
RIA
Registered Investment Advisory firm - (11/6/2023 Approved)Loading...
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 (11 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
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.
