Stefan Revelo has been an investment adviser representative at Curio Wealth since May 2025, and is not listed among the firm’s executive officers or direct owners. Stefan Revelo holds a BS in Finance and Marketing from Florida State 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.
Stefan Revelo is a Financial Advisor at Curio Wealth. He has three years of professional experience and supports the lead advisor by servicing clients, documenting meeting discussions and implementing clients' financial goals in planning software. He specializes in assisting young couples in the early stages of family and career development.
- Curio Wealth, LLCCurrent– present · 1 yearHallandale Beach, FL · Adviser representative · Firm CRD 328178
Professional designations
Listed by Curio Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Stefan Revelo is registered as an investment adviser representative in Florida, since May 2025.
- FloridaSince 8 May 2025
Examinations
No examinations are on Stefan Revelo’s record.
- Full name
- Stefan Daniel Revelo
- CRD
- 8015714
- Firm
- Curio Wealth · CRD 328178
- Office
- Hallandale Beach, FL
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- curiowealth.com
Where does Stefan Revelo work?
Stefan Revelo is an investment adviser representative registered through Curio Wealth, LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Stefan Revelo a financial advisor?
Yes. Stefan Revelo has a current investment-adviser registration in Florida, through Curio Wealth since May 2025.
How many years of experience does Stefan Revelo have?
Stefan Revelo has 1 year in the financial industry, since May 2025, across 1 adviser firm.
Where is Stefan Revelo based?
Stefan Revelo’s registered office is in Hallandale Beach, FL.
Is Stefan Revelo registered with FINRA?
No. Stefan Revelo has no current broker registration.
Is Stefan Revelo a CFP?
Curio Wealth lists Stefan Revelo with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Stefan Revelo’s record?
Search CRD 8015714 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stefan Revelo’s full registration record.
