CURCIO WEBB LLC
Firm details
- Headquarters
- LAWRENCEVILLE, New Jersey
- CRD number
- 109066
- Registered since
- May 11, 1999
- Website
- 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 registered in 1999. The firm operates as an adviser to institutional clients with a clear emphasis on pension consulting: they provide pension consulting services, select other advisers on behalf of clients, and run educational seminars and workshops for institutional decision‑makers. Curcio Webb acts as a capital allocator rather than a discretionary asset manager — its advisory model is centered on non‑discretionary recommendations and manager selection rather than day‑to‑day portfolio trading. Fee arrangements are non‑asset‑based, relying on hourly charges and fixed fees, which aligns with project‑oriented consulting work and pension plan engagements. The firm does not position itself as an active ESG investor and is not structured as a multi‑state adviser. Ownership is individual, and the firm’s client base is institutional.
Assets & Accounts
Investments & Alternatives
Location & Offices
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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