Seth J Wernick
Investment adviser representative at Curi Capital, LLC
16 yearsExperience
1 stateRegistered in
$11.6BFirm assets
21 yearsFirm in business
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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
16 years in the industry.
- Curi Capital, LLCMay 2026 to now
- Foreside Fund Services, LLCJan 2025 to now
- Liquid Strategies LLCJan 2024 to now
- Bison WealthApr 2023 to Dec 2023
- Morgan StanleyDec 2021 to Apr 2023
- E*trade Securities LLCDec 2021 to Mar 2023
- Northwestern MutualSep 2021 to Dec 2021
- Thought Logic ConsultingFeb 2020 to Sep 2021
- University of GeorgiaJan 2010 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 7411552
- Firm CRD
- 134249