Joseph Mcdermott
Investment adviser representative at Curi Capital, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$11.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Foreside Fund Services, LLCApr 2023 to now
- Curi Capital, LLCOct 2022 to now
- Foreside Financial Group, LLCDec 2021 to Oct 2022
- Alaric Distributors, LLCJan 2020 to Jan 2022
- Icv Group, Inc.Dec 2019 to May 2021
- Alaric Compliance Services, LLCJul 2019 to Dec 2021
- Thl Credit Senior Loan Strategies, LLCApr 2018 to Jul 2019
- Foreside Fund Services, LLCMay 2016 to Apr 2018
- Aviva Investors Americas, LLCSep 2015 to Apr 2018
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (IL).
Curi Capital, LLC
$11.6BAssets managed
2,960Clients
98Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4146135
- Firm CRD
- 134249