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James Philip Rosselle

Curi RMB Capital, LLC

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About James Philip Rosselle

James Rosselle is an investment advisor representative with Curi RMB Capital, LLC. James has been in the financial services industry since 2000. James is a Series 6 and Series 63 license holder. James is registered to offer investment advisory services in Colorado and Illinois. James previously worked at GWFS Equities, Inc. and National Planning Corporation. James also owns Magma Holdings, LLC, a residential property management company.

Firm Information

James Rosselle is currently registered with Curi RMB Capital, LLC. Curi RMB Capital, LLC is an investment advisor headquartered in Chicago, Illinois. The firm provides a wide range of services, including financial planning, pension consulting, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. They also offer selection of other advisers and serve a variety of clients, including high-net-worth individuals, investment companies, corporations, and insurance companies. The firm has over $8 billion in assets under management.
Curi RMB Capital, LLC

ONE NORTH WACKER DRIVE

CHICAGO, IL 60606

$8.48B

Assets Under Management

81

Total Clients

91

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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James Rosselle’s Registration & Firm History

CO

12/16/2022 - Present

Curi RMB Capital, LLC (Denver CO)

CO

07/25/2000 - 04/22/2005

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CA

04/10/2000 - 07/19/2000

NATIONAL PLANNING CORPORATION (LOS ANGELES CA)

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Licenses & Designations

IA

Issued 01/02/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/08/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Philip Rosselle.
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