Elizabeth Gillette has held the title Member at Curio Wealth since February 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm. Elizabeth Gillette holds a BBA and Minor in Exercise Science from George Washington University.
Curio Wealth, LLC is an Annapolis, MD firm with $461M under management, 354 clients and 9 advisers across 9 offices, as of its September 2026 filing.
Liz Gillette is a Founder and Senior Advisor at Curio Wealth. She joined the advising industry in 2013. At Curio she works with individuals and couples navigating the complexities of work, life and caregiving, and with couples she creates space for both partners to feel heard and involved.
Elizabeth Gillette’s longest registration was 4 years at Mainstreet Financial Planning, Inc. (2018–2022). Before joining Curio Wealth in 2024, Elizabeth Gillette was registered through Bay Point Wealth and Mainstreet Financial Planning, Inc.
- Bay Point Wealth– · 1 yearAnnapolis, MD · Adviser representative · Firm CRD 123095
- Mainstreet Financial Planning, Inc.– · 4 yearsOdenton, MD · Adviser representative · Firm CRD 123189
- Lifetime Wealth Planning and Management, LLC– · 2 yearsNational Harbor, MD · Adviser representative · Firm CRD 133399
Professional designations
Listed by Curio Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Elizabeth Gillette is registered as an investment adviser representative in Maryland, since January 2024.
- MarylandSince 2 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 May 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Elizabeth Grace Gillette
- CRD
- 6454143
- Firm
- Curio Wealth · CRD 328178
- Role
- Member
- Registration
- Investment adviser registration
- In the industry since
- August 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curiowealth.com
Where does Elizabeth Gillette work?
Elizabeth Gillette has held the title Member at Curio Wealth, LLC since February 2024.
Is Elizabeth Gillette a financial advisor?
Yes. Elizabeth Gillette has a current investment-adviser registration in Maryland, through Curio Wealth since January 2024.
How many years of experience does Elizabeth Gillette have?
Elizabeth Gillette has 11 years in the financial industry, since August 2015, across 4 adviser firms.
What exams has Elizabeth Gillette passed?
Elizabeth Gillette passed the Series 65 in May 2015.
Where did Elizabeth Gillette work before Curio Wealth?
Before Curio Wealth, Elizabeth Gillette was registered through Bay Point Wealth, June 2022 to December 2023; Mainstreet Financial Planning, Inc., May 2018 to June 2022; Lifetime Wealth Planning and Management, LLC, May 2015 to February 2018.
Is Elizabeth Gillette registered with FINRA?
No. Elizabeth Gillette has no current broker registration.
Is Elizabeth Gillette a CFP?
Curio Wealth lists Elizabeth Gillette with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Elizabeth Gillette’s record?
Search CRD 6454143 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Elizabeth Gillette’s full registration record.
