AUMdb
MK

Margo K Sweany

CRD 5555447 Certified Financial Planner

Firms

FirmRoleAs of
Curi Capital, Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗