DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant32 years in industry

SALLY BRANDT LIEB

Advisor at CURATED WEALTH SOLUTIONS, LLC

DENVER, CO

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:f74a8a71-c29b-5342-579e-34e2bf29f680

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 19, 1999 to Sep 14, 2026

Across DFX

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.

Facts

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

Current firm: CURATED WEALTH SOLUTIONS, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 13, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Apr 13, 1994
First registration: Jan 19, 1999
Dual registered: no
Other names: SALLY ANN BRANDT|SALLY ANN BRANDT|SALLY LIEB|SALLY ANN BRANDT LIEB|SALLY BRANDT-LIEB
IAPD individual key: 1599468

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
CURATED WEALTH SOLUTIONS, LLC	State registered	Dec 6, 2023	n/a	yes	DENVER, CO\|DENVER, CO	Current employment
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 19, 2016	May 2, 2023	no	DENVER, CO\|AUSTIN, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Feb 5, 2015	Sep 22, 2016	no	DENVER, CO	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 2, 2008	Feb 4, 2015	no	DENVER, CO	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Jan 19, 1999	Dec 31, 2007	no	DENVER, CO\|DENVER, CO\|DENVER, CO	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
KESTRA ADVISORY SERVICES, LLC	CURATED WEALTH SOLUTIONS, LLC	May 2, 2023	Dec 6, 2023	218	Firm change	Ibd to state RIA
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 19, 2016	-156	Bulk transfer	Other
VOYA FINANCIAL ADVISORS, INC.	NFP ADVISOR SERVICES, LLC	Dec 31, 2007	Jan 2, 2008	2	Firm change	Other

Relationships

Registered with (4)

→ CURATED WEALTH SOLUTIONS, LLCRegistered adviserregistration: current employment
Dec 6, 2023 to presentfactForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 19, 2016 to May 2, 2023factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Feb 5, 2015 to Sep 22, 2016factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Jan 19, 1999 to Dec 31, 2007factForm ADV

Dated events

Occurred
May 2, 2023
Advisor changed firm
Sally Brandt Lieb left Kestra Advisory Services, Llc for Curated Wealth Solutions, Llc (registered 2023-12-06)
Form ADVobserved 4 days ago