Barbara Black, financial advisor Washington DC

Barbara Black

CRD Number: 6579764
Current Firm: Curi Rmb Capital, LLC

Barbara Black (CRD# 6579764) is an Investment Advisor Representative working at Curi Rmb Capital, LLC in Washington, DC and has over 8 years of experience in the finance industry. Barbara Black has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Rmb Capital Management LLC Chicago, IL May 2018 - Current 5
Maryland Capital Management Baltimore, MD Aug 2015 - Apr 2018 2
Aol Baltimore, MD Oct 2014 - Aug 2015 < 1
Planit Baltimore, MD May 2014 - Oct 2014 < 1
Georgetown University Washington, DC Sep 2010 - May 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Barbara A. Black
Phone Number: 312-993-5800
Registered State(s):
  • DC
  • IL
  • NY
By the Numbers
  • Total Assets Under Management
    7,775
    MILLIONS
  • Total Number of Accounts
    14,566
    ACCOUNTS
  • Average Account Value
    $533,755
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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