TrueAdvisor
TrueAdvisor
DN
CFP
DN
CFP

Daniel a Nakano

Curi Rmb Capital, LLC
19 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Curi Rmb Capital, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500

Location

One North Wacker Drive, Suite 3500, Chicago, IL, 60606

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Curi Capital, LLC
November 2017 - Present · 8 yrs 3 mos
Previous Registrations
Morgan Stanley
June 2014 - October 2017 · 3 yrs 4 mos
Morgan StanleyBroker
June 2014 - October 2017 · 3 yrs 4 mos
Advantage Investment Management, LLC
January 2011 - August 2012 · 1 yr 7 mos
National Planning CorporationBroker
June 2010 - June 2014 · 4 yrs
AXA Advisors, LLC
September 2006 - June 2010 · 3 yrs 9 mos
AXA Advisors, LLCBroker
August 2006 - June 2010 · 3 yrs 10 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.