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RIA / WealthAdvisorChartered Financial Analystdual registered (broker-dealer)26 years in industry

Joseph McDermott

Advisor at CURI CAPITAL, LLC

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ef551f1-b778-1c1f-9ef5-ffb51723ef8b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Feb 10, 2017 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Joseph Daniel Mcdermott

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CURI CAPITAL, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 5, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S66
First exam: May 5, 2000
First registration: Feb 10, 2017
Dual registered: yes, broker-dealer
Other names: Joe McDermott|JOSEPH DANIEL MCDERMOTT
IAPD individual key: 4146135

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CURI CAPITAL, LLC	Independent wealth	Aug 7, 2023	n/a	yes	CHICAGO, IL	Current employment
AMP WEALTH MANAGEMENT	Former SEC adviser	Apr 14, 2020	Oct 12, 2022	no	Hawthorn Woods, IL\|WHITEFISH BAY, WI	Previous registration
AVIVA INVESTORS AMERICAS	Former SEC adviser	Feb 10, 2017	May 3, 2018	no	CHICAGO, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMP WEALTH MANAGEMENT	CURI CAPITAL, LLC	Oct 12, 2022	Aug 7, 2023	299	Firm change	RIA to RIA
AVIVA INVESTORS AMERICAS	AMP WEALTH MANAGEMENT	May 3, 2018	Apr 14, 2020	712	Firm change after gap	Other

Relationships

Registered with (3)

→ CURI CAPITAL, LLCRegistered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ AMP WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 14, 2020 to Oct 12, 2022factForm ADV
→ AVIVA INVESTORS AMERICASRegistered adviserregistration: previous registration
Feb 10, 2017 to May 3, 2018factForm ADV

Dated events

Occurred
Oct 12, 2022
Advisor changed firm
Joseph Mcdermott left Amp Wealth Management for Curi Capital, Llc (registered 2023-08-07)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ef551f1-b778-1c1f-9ef5-ffb51723ef8b
First observed: Feb 10, 2017
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Joseph McDermott

Advisor at CURI CAPITAL, LLC

CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4ef551f1-b778-1c1f-9ef5-ffb51723ef8b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:41 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

CURI CAPITAL, LLC

Independent wealth

Aug 7, 2023

n/a

yes

CHICAGO, IL

Current employment

AMP WEALTH MANAGEMENT

Former SEC adviser

Apr 14, 2020

Oct 12, 2022

Hawthorn Woods, IL|WHITEFISH BAY, WI

Previous registration

AVIVA INVESTORS AMERICAS

Former SEC adviser

Feb 10, 2017

May 3, 2018

CHICAGO, IL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMP WEALTH MANAGEMENT

CURI CAPITAL, LLC

Oct 12, 2022

Aug 7, 2023

299

Firm change

RIA to RIA

AVIVA INVESTORS AMERICAS

AMP WEALTH MANAGEMENT

May 3, 2018

Apr 14, 2020

712

Firm change after gap

Other