linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

James Scott Kantowski

Curio Wealth, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you James? Claim Your Profile

About James Scott Kantowski

James Kantowski is an investment advisor representative, licensed to provide investment advice in Maryland and Texas. James is affiliated with Curio Wealth, LLC in Annapolis, Maryland. James also provides accounting services as a member of JSK TAX SERVICES, LLC, a separate business. James holds the Series 6, 7, and 63 securities licenses. He also holds the Certified Financial Planner designation. James has been in the financial industry since 2002. His experience includes working for Birchtree Financial Services LLC, JSK Financial Services, LLC, Give.com Investments, LLC, and Annapolis Financial Services, LLC. James specializes in providing financial planning and portfolio management services to high net worth individuals and individuals other than high net worth.

Firm Information

James Kantowski is currently registered with Curio Wealth, LLC. Curio Wealth, LLC is an investment advisor registered with the SEC and located in Annapolis, MD. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. Curio Wealth currently manages approximately $330,681,038 in assets for 1,044 clients.
Curio Wealth, LLC

721 MELVIN AVE

ANNAPOLIS, MD 21401

$330.68M

Assets Under Management

Not reported

Total Clients

7

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.

check

financial planning services

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

James Kantowski’s Registration & Firm History

MD

01/02/2024 - Present

Curio Wealth, LLC (SEVERNA PARK MD)

MD

09/09/2002 - 03/02/2012

BIRCHTREE FINANCIAL SERVICES LLC (ANNAPOLIS MD)

Not sure if James Scott Kantowski is right for you?

Licenses & Designations

BC

Issued 09/12/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/21/2003

Series 7 - General Securities Representative Examination

BC

Issued 09/06/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Scott Kantowski.
Not sure if James Scott Kantowski is right for you?