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Lyn Ann Dippel

CRD 4429564  ·  Curio Wealth, LLC  ·  Annapolis, MD

IA Registered

Also appears in the source record as: Lyn A. Dippel; Lyn Ann Kurtz

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Not registered in this capacity
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm
Curio Wealth, LLC
Firm CRD
328178
SEC number
801-128998
Assets under management
$460.7M as of Mar 10, 2026
Website
curiowealth.com ↗
Phone
410-449-2599
Firm location
Annapolis, MD, 21401

Employment history (2)

From the source registration record · current first

  • Curio Wealth, LLCCurrent
    Annapolis, MD · IA capacity
    start not retrieved → present
  • Curio Wealth, LLCCurrent
    Annapolis, MD · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 4429564 ↗ FINRA BrokerCheck record for CRD 4429564 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.