Ryan Arnold Donahue
Investment adviser representative at Curio Wealth, LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$460.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Curio Wealth, LLCJul 2024 to now
- Self-employedJan 2024 to Jul 2024
- UnemployedJun 2023 to Dec 2023
- Regscan, IncJun 2020 to May 2023
- AscdJul 2019 to May 2020
- Mainstreet Financial PlanningMay 2017 to Jun 2019
- CebAug 2014 to Feb 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (DC, MD, TX).
Curio Wealth, LLC
$460.7MAssets managed
354Clients
8Advisers
2 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
- 4158745
- Firm CRD
- 328178