Nick Fameree
Investment adviser representative at Curi Capital, LLC
13 yearsExperience
2 statesRegistered 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
13 years in the industry.
- Curi Capital, LLCApr 2023 to now
- Rmb CapitalMar 2022 to now
- Financial Planning and Information Services, Inc.Aug 2020 to Mar 2022
- United States Marine CorpsMar 2016 to Mar 2022
- Full Time EducationFeb 2013 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (DC, WI).
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
- 7694497
- Firm CRD
- 134249