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 institutional registered investment adviser organized as a limited liability company and SEC-registered since 1999. The firm is owned by an individual and identifies itself as a capital allocator serving institutional clients, with an emphasis on pension consulting. Its advisory work centers on pension consulting services, selecting other advisers on behalf of clients, and delivering educational seminars and workshops for institutional stakeholders. Curcio Webb charges for its services using hourly and fixed-fee arrangements. The firm does not self-identify as an active ESG investor and is not marked as a multi-state or newly formed adviser.
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

Terrence Van Oss
Chief Compliance OfficerCRD 4543467
My-Lang To
Chief Financial OfficerCRD 7884601
Contacts
3 of 4
Umadevi Kolluri
PrincipalCRD 7554524

Greg Spencer
PrincipalCRD 5287676
Brian Pieper
PrincipalCRD 7884607
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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