Janelle M Mccreary
Investment adviser representative at Curi Capital, LLC
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
18 years in the industry.
- Curi Capital, LLCMay 2022 to now
- Rmb Capital ManagementMay 2022 to now
- Mariner Wealth AdvisorJan 2021 to May 2022
- UnemployedNov 2020 to Jan 2021
- Moneta Group Investment Advisors, LLCAug 2020 to Nov 2020
- Davis & Seiley Wealth Management, Inc.Jan 2008 to Jul 2020
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4657309
- Firm CRD
- 134249