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Yvonne Michele Scoggins

Curio Wealth, LLC

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About Yvonne Michele Scoggins

Yvonne Michele Scoggins is a financial advisor with over 23 years of experience in the industry. Yvonne is currently registered with Curio Wealth, LLC and has been with them since January 2024. Prior to this, Yvonne was with Charles Schwab & Co., Inc. for 16 years. Yvonne has a broad range of experience, including providing financial planning, portfolio management, and other advisory services to individuals and businesses. Yvonne holds several licenses and certifications, including the Series 7, Series 10, Series 9, Series 63, and Series 66.

Firm Information

Yvonne Scoggins 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.

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financial planning services

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

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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.

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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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Yvonne Scoggins’s Registration & Firm History

MD

10/07/2024 - Present

Curio Wealth, LLC (ANNAPOLIS MD)

MD

07/22/1999 - 07/28/2015

CHARLES SCHWAB & CO., INC. (ANNAPOLIS MD)

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Licenses & Designations

BOTH

Issued 08/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/28/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/16/2003

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/23/2003

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 07/28/2015

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yvonne Michele Scoggins.
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