David Griswold Curry
Investment Adviser Representative at EPG Wealth Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Griswold Curry is an investment adviser representative with EPG Wealth Management LLC in Atlanta, GA, where they have been registered since 2019. They have worked in the securities industry since 2002 and have been registered with 5 firms, including ACG Wealth Inc. and GV Financial Advisors, Inc. They have passed 6 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Georgia, Louisiana, Nebraska, and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia, Louisiana, Nebraska, Texas
- Broker:
7 states and territories
Alabama, Florida, Georgia, Massachusetts, New York, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Triad Advisors, Inc.Jun 2014 – Mar 2017Norcross, GA
- ACG WealthJun 2014 – Nov 2020Atlanta, GA
- Arkadios CapitalMar 2017 – no end date reportedAtlanta, GA
- EPG Wealth Management LLCApr 2019 – no end date reportedAtlanta, GA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About EPG Wealth Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- Advisor Managed: $0-$500,0001.50%
- Advisor Managed: $500,001-$2,500,0001.25%
- Advisor Managed: $2,500,001-$4,000,0001.00%
- Advisor Managed: $4,000,001+0.75%
+6 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Customized portfolio design, financial planning, and investment strategies focused on co-aligning measurable goals with retirement spending needs; services include clarifying financial vision, creating a financial roadmap, customizing portfolios based on risk tolerance and timeframe, and cultivating ongoing client relationships.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Atlanta, GA
- SEC file number:
- 801-116719
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 5, 2026
View full firm profileOther advisors at EPG Wealth Management LLC
9 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Griswold Curry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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