AUMdb
JM

Joseph Mc Dermott

CRD 4146135 Chartered Financial Analyst

Firms

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

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

Ownership stakes

  • Curi Capital, Llc
    Chief Compliance Officer & Chief Risk Officer · Less than 5% · Oct 2024

From Form ADV Schedule A/B filings.

Source

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