This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

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

Jan 1, 2010earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S66

First exam

May 18, 2022

First registration

May 24, 2022

Dual registered

no

Other names

Seth James Wernick|Seth J Wernick|Seth Wernick

IAPD individual key

7411552

• Occurred

  Jun 27, 2025
  Advisor changed firm

  Seth J Wernick left Liquid Strategies, Llc for Curi Capital, Llc (registered 2026-05-19)

  Form ADVobserved 3 days ago
• Occurred

  Mar 24, 2023
  Advisor changed firm

  Seth J Wernick left E*Trade Capital Management, Llc for Liquid Strategies, Llc (registered 2024-05-09)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:622b8a33-9265-2f33-fa17-4ff87cc850e5

First observed

May 24, 2022

Last observed

Sep 15, 2026 4 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.