Dylan Thomas Stroud
Investment adviser representative at Curi Capital, LLC
13 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
13 years in the industry.
- Curi Capital, LLCJul 2026 to now
- Bbr PartnersOct 2021 to Jun 2026
- Simon Quick Advisors, LLCDec 2017 to Sep 2021
- Piper Sandler Companies (fka Piper Jaffray)Jun 2017 to Dec 2017
- Washington & Lee UniversitySep 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6660730
- Firm CRD
- 134249