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 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

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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

    Chief Compliance OfficerCRD 4543467

Contacts

3 of 4
  • Brian Pieper

    PrincipalCRD 7884607

  • Brian Dennen

    PrincipalCRD 8006754

  • 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