Curcio Webb LLC
Firm details
- Headquarters
- Lawrenceville, New Jersey
- CRD number
- 109066
- Registered since
- May 11, 1999
- Website
- www.curciowebb.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Curcio Webb LLC is an SEC-registered investment adviser formed as a limited liability company and operating since 1999. The firm positions itself as a capital allocator and pension consultant serving an institutional client base. Core advisory activities include pension consulting, the selection of other advisers, and delivering educational seminars and workshops. Its fee model is non-transactional, relying on hourly charges and fixed fees. The firm reports it is not an active ESG investor and does not operate as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Jamie Curcio
Chief Executive OfficerCRD 4364461
My-Lang To
Chief Financial OfficerCRD 7884601

Terrence Van Oss
Chief Compliance OfficerCRD 4543467
Contacts
3 of 4Brian Pieper
PrincipalCRD 7884607
Brian Dennen
PrincipalCRD 8006754

Umadevi Kolluri
PrincipalCRD 7554524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lawrenceville, NJ
Mercer
Location
Lawrenceville, NJ
Headquartered in Lawrenceville, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Mercer
- Address
- 3120 Princeton Pike
- Time zone
- ET (UTC-5)
- Office locations
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