Joanna Hootnick
Investment Adviser Representative at CURI Capital, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joanna Hootnick is an investment adviser representative with CURI Capital, LLC in Denver, CO, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Invictus Private Wealth, LLC. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Colorado.
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:
- Colorado
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.
- Columbia UniversityFeb 2012 – Mar 2019New York, NY
- SabbaticalApr 2019 – Feb 2020Denver, CO
- Teach for AmericaFeb 2020 – Feb 2022New York, NY
- National Comedy CenterFeb 2022 – Jan 2023Jamestown, NY
- University of DenverFeb 2023 – Nov 2024Denver, CO
- Invictus Private WealthJan 2025 – Apr 2025Denver, CO
- Curi CapitalJul 2025 – no end date reportedDenver, CO
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About CURI Capital, 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
- Fixed fee
- Performance-based fees
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 96
- Offices listed on AdvisorFinder:
- 10
- Main office:
- Chicago, IL
- SEC file number:
- 801-63939
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 7, 2026
View full firm profileOther advisors at CURI Capital, LLC
Showing 12 of 96 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. Joanna Hootnick 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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