CC
CFA
CC
CFA

Carlos Miguel Curi

3 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
105 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$278.3M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Loading...

Location

1395 Brickell Ave, Suite 1560, Miami, FL, 33131

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Carlos is a director at three companies, two of which are passive. He is also a registered representative with Miura Capital, LLC, dedicating about half his time to this role.

Employment History
Current Registrations
Miura Investment Advisors, INC
December 2022 - Present · 3 yrs 2 mos
Miura Capital, LLC
June 2022 - Present · 3 yrs 8 mos
Miura Capital, LLCBroker
June 2022 - Present · 3 yrs 8 mos
State Registrations2 states
DEFL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Carlos Miguel Curi - Financial Advisor | TrueAdvisor