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Ryan Donahue, portrait

Ryan Donahue

Investment adviser representative at Curio Wealth

Investment adviser registrationUpdated

Ryan Donahue is an investment adviser representative at Curio Wealth, LLC, an Annapolis investment adviser managing $461M. Ryan Donahue has been registered through Curio Wealth since 9 October 2025 and has 1 year in the industry across 1 firm.

1
Years in industry
1
Years at firm
1
Adviser firms
3
States registered

From the IAPD record, checked 23 October 2026SEC record

Career

Ryan Donahue has been an investment adviser representative at Curio Wealth since October 2025, and is not listed among the firm’s executive officers or direct owners. Ryan Donahue holds a Bachelor of Arts in Political Science from the College of the Holy Cross, an MBA from George Washington University and a Certificate in Financial Planning from George Mason 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.

Ryan Donahue is a Financial Advisor at Curio Wealth. He supports the lead advisor by providing client service, documenting meeting discussions and translating clients' financial goals into actionable strategies. He has over 20 years of professional experience, including more than two in financial services.

  1. – present · 1 year
    Adviser representative · Firm CRD 328178

Credentials and registrations

Professional designations

Listed by Curio Wealth

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Investment adviser representative registrations

Ryan Donahue is registered as an investment adviser representative in 3 states. The first approvals date from October 2025; the most recent is District of Columbia, in November 2025.

  • District of ColumbiaSince 5 November 2025
  • MarylandSince 9 October 2025
  • TexasSince 9 October 2025

Examinations

No examinations are on Ryan Donahue’s record.

Key facts

Full name
Ryan Arnold Donahue
CRD
4158745
Firm
Curio Wealth · CRD 328178
Registration
Investment adviser registration
In the industry since
October 2025
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Ryan Donahue work?

Ryan Donahue is an investment adviser representative registered through Curio Wealth, LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 23 October 2026

Is Ryan Donahue a financial advisor?

Yes. Ryan Donahue has a current investment-adviser registration in District of Columbia, Maryland and Texas, through Curio Wealth since October 2025.

Source: IAPD individual record, checked 23 October 2026

How many years of experience does Ryan Donahue have?

Ryan Donahue has 1 year in the financial industry, since October 2025, across 1 adviser firm.

Source: IAPD individual record, checked 23 October 2026

Is Ryan Donahue registered with FINRA?

No. Ryan Donahue has no current broker registration.

Source: IAPD individual record, checked 23 October 2026

Is Ryan Donahue a CFP?

Curio Wealth lists Ryan Donahue with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.

Source: Ryan Donahue biography, curiowealth.com

How can I verify Ryan Donahue’s record?

Search CRD 4158745 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ryan Donahue’s full registration record.

Source: IAPD individual record, checked 23 October 2026

Leadership at Curio Wealth

Sources

  1. IAPD individual record, CRD 4158745, checked 23 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Curio Wealth, LLC, filed 15 September 2026. Executive officers and direct owners; this person is not among them.
  3. Curio Wealth team page. Biography, education, credentials, awards and the portrait, reproduced for identification.