Important Disclosures

Curio Wealth (“Curio Wealth”) is an SEC-registered investment advisor with its principal place of business in the State of Maryland. This information is for educational purposes only; and should not be considered or interpreted as a recommendation to participate in any particular trading strategy or deemed to provide investment recommendations, and it should not be relied on as such. Any subsequent, direct communication by Curio Wealth shall be conducted by a representative who is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. 

For information pertaining to the registration status of Curio Wealth, please contact us or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

Investments involve risk and, unless otherwise stated, are not guaranteed. The Information was based on sources we deem to be reliable, but we make no representations as to its accuracy. Past performance is not indicative of future results. Readers of this information should consult their own financial advisor, lawyer, accountant, or other advisor before making any financial decision.

IMPORTANT DISCLOSURE INFORMATION

Curio Wealth, LLC (“Curio Wealth”) is an SEC registered investment adviser located in Annapolis, Maryland. 

The Curio Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Curio Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Curio Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as Curio Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.  Any subsequent, direct communication by the Curio Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.  A copy of the Curio Wealth’s current written disclosure Brochure and Form CRS discussing the Curio Wealth’s business operations, services, and fees is available on this web site and/or from Curio Wealth upon written request. The Curio Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Curio Wealth’s web site or incorporated herein, and takes no responsibility therefor.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by the Curio Wealth), will be profitable or equal any historical performance level(s).

Certain portions of the Curio Wealth’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, the Curio Wealth (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date.  Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s).  Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Curio Wealth, or from any other investment professional. The Curio Wealth is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations,  nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the  investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. 

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Curio Wealth’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from the Curio Wealth, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Curio Wealth’s web site, to release and hold harmless the Curio Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from the Curio Wealth.

PORTAL ACCESS ACKNOWLEDGMENT

As a client of Curio Wealth, LLC (“Curio Wealth”), by participating in the password-protected access portion of the Curio Wealth’s Internet web site.  I understand that my participation will allow me to review certain investment-related information published by the Curio Wealth and unaffiliated third parties.  This password-protected access is made available to clients of the Curio Wealth free of charge.  This authorization shall continue until canceled in writing.

I understand that the password-protected section is a secure web site intended only to allow a client access to information relative to his/her/its specific account.  I also understand that I will be assigned an individual password.  I agree not to share my password with any other person. I hereby release and hold the Curio Wealth harmless from any adverse consequences relative to any failure by me to keep the identity of my password secure.