Chad
Whitzel
Curio Wealth, LLC
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About this Advisor
Chad Whitzel is a financial advisor based in Annapolis, Maryland, working with Curio Wealth, LLC. Chad has previously held positions at Curio Wealth, LLC, Annapolis Financial Services, LLC, Bridgewater College, Chesapeake College, Salisbury University, Easton High School, Commonwealth Of Virginia, Church Of The Brethren, Ynbp Cpas, Jsk Financial Services, LLC, Accounting Strategies Group, Chick-Fil-A, and Garden Treasures. Chad is registered to provide services in Virginia. Currently, Chad is part of Curio Wealth, LLC, which operates out of Annapolis, Maryland. The firm has 6 offices and 10 employees. The firm manages assets totaling $330.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Curio Wealth, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Curio Wealth, LLC Brokerage Details
$330,681,038
10
1,044
$316,744
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Chad Whitzel Work History
Curio Wealth, LLC
Annapolis Financial Services, LLC
Church Of The Brethren
Commonwealth Of Virginia
Ynbp Cpas
Jsk Financial Services, LLC
Bridgewater College
Chesapeake College
Chick-Fil-A
Salisbury University
Accounting Strategies Group
Garden Treasures
Easton High School
Disclosures
Please visit the SEC profile of Chad Whitzel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Curio Wealth, LLC
Edgewater, MD
Asheville, NC
Severna Park, MD
Annapolis, MD
Annapolis, MD
Crownsville, MD
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