Michael Roeder has been an investment adviser representative at Curio Wealth since March 2025, and is not listed among the firm’s executive officers or direct owners. Michael Roeder holds a Degree in Family Financial Management from Virginia Tech.
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.
Michael Roeder is a Financial Advisor at Curio Wealth. He has over 24 years of professional experience, eight of them at financial planning firms, and works with clients on financial strategies, personalized investment plans and long-term relationships. After earning his financial planning certification he spent time in corporate finance and contracts before returning to financial planning.
Michael Roeder’s longest registration was 3 years at Kuehl Shepherd Kozlowski & Associates, Inc. (2005–2009). Before joining Curio Wealth in 2025, Michael Roeder was registered through Kuehl Shepherd Kozlowski & Associates, Inc.
- Kuehl Shepherd Kozlowski & Associates, Inc.– · 3 yearsRichmond, VA · Adviser representative · Firm CRD 106744
Professional designations
Listed by Curio Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Michael Roeder is registered as an investment adviser representative in Maryland, since March 2025.
- MarylandSince 27 March 2025
Examinations
No examinations are on Michael Roeder’s record.
- Full name
- Michael Gregory Roeder
- CRD
- 4851791
- Firm
- Curio Wealth · CRD 328178
- Registration
- Investment adviser registration
- In the industry since
- May 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curiowealth.com
Where does Michael Roeder work?
Michael Roeder is an investment adviser representative registered through Curio Wealth, LLC since March 2025, and is not listed among the firm’s executive officers or direct owners.
Is Michael Roeder a financial advisor?
Yes. Michael Roeder has a current investment-adviser registration in Maryland, through Curio Wealth since March 2025.
How many years of experience does Michael Roeder have?
Michael Roeder has 5 years in the financial industry, since May 2021, across 2 adviser firms.
Where did Michael Roeder work before Curio Wealth?
Before Curio Wealth, Michael Roeder was registered through Kuehl Shepherd Kozlowski & Associates, Inc., April 2005 to March 2009.
Is Michael Roeder registered with FINRA?
No. Michael Roeder has no current broker registration.
Is Michael Roeder a CFP?
Curio Wealth lists Michael Roeder with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Michael Roeder’s record?
Search CRD 4851791 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Roeder’s full registration record.
