Curcio Webb LLC

RIASEC RegisteredEst. 1999
Total AUM
Avg account
$0
Accounts
0
Employees
30
Advisory reps
7

Firm details

Headquarters
Lawrenceville, New Jersey
CRD number
109066
Registered since
May 11, 1999
Fee structure
Hourly Charges, Fixed Fees
Services
Pension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Jamie Curcio

    Chief Executive OfficerCRD 4364461

  • My-Lang To

    Chief Financial OfficerCRD 7884601

  • Terrence Van Oss

    Terrence Van Oss

    Chief Compliance OfficerCRD 4543467

Contacts

3 of 4
  • Brian Pieper

    PrincipalCRD 7884607

  • Brian Dennen

    PrincipalCRD 8006754

  • Umadevi Kolluri

    Umadevi Kolluri

    PrincipalCRD 7554524

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth